Lourd Capital’s iShares US Real Estate ETF IYR Stock Holding History

Lourd Capital’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$335K	Hold	3,839	–	–	0.03%	86
2019 Q1	$334K	Hold	3,839	–	–	0.03%	85
2018 Q4	$288K	Hold	3,839	–	–	0.02%	199
2018 Q3	$307K	Buy	+3,839	New	+$313K	0.02%	207
2018 Q1	–	Sell	-3,854	Closed	-$312K	–	219
2017 Q4	$312K	Hold	3,854	–	–	0.02%	230
2017 Q3	$308K	Hold	3,854	–	–	0.03%	89
2017 Q2	$307K	Hold	3,854	–	–	0.03%	89
2017 Q1	$303K	Hold	3,854	–	–	0.03%	83
2016 Q4	$297K	Hold	3,854	–	–	0.03%	73
2016 Q3	$311K	Hold	3,854	–	–	0.03%	70
2016 Q2	$318K	Hold	3,854	–	–	0.09%	77
2016 Q1	$300K	Hold	3,854	–	–	0.03%	83
2015 Q4	$289K	Hold	3,854	–	–	0.03%	92
2015 Q3	$273K	Hold	3,854	–	–	0.03%	88
2015 Q2	$275K	Hold	3,854	–	–	0.03%	100
2015 Q1	$306K	Sell	3,854 -120	-3%	-$9.6K	0.03%	93
2014 Q4	$305K	Hold	3,974	–	–	0.03%	89
2014 Q3	$275K	Sell	3,974 -303	-7%	-$21.9K	0.03%	96
2014 Q2	$307K	Hold	4,277	–	–	0.03%	86
2014 Q1	$289K	Hold	4,277	–	–	0.03%	84
2013 Q4	$270K	Hold	4,277	–	–	0.03%	89
2013 Q3	$273K	Hold	4,277	–	–	0.03%	86
2013 Q2	$287K	Buy	+4,277	New	+$302K	0.03%	86

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lourd Capital's IYR Position: Q2 2019 in Review

Lourd Capital held its iShares US Real Estate ETF (IYR) position steady in Q2 2019 at 3,839 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #86.

Lourd Capital first reported a position in IYR in Q2 2013 and has held it in 23 quarters since. 443 funds tracked by Wall St. Rank hold IYR as of Q2 2019.

Lourd Capital held 3,839 shares of iShares US Real Estate ETF worth $335K as of Q2 2019.
Lourd Capital left its iShares US Real Estate ETF share count unchanged in Q2 2019.
iShares US Real Estate ETF made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #86 holding.
Lourd Capital first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 23 quarters since.
443 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.