Mackenzie Financial
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Mackenzie Financial’s iShares US Real Estate ETF IYR Stock Holding History

Mackenzie Financial’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
2020
Q3 		– Sell
-3,243
Closed -$256K – 1020
2020
Q2 		$256K Sell
3,243
-1,481
-31% -$112K ﹤0.01% 904
2020
Q1 		$329K Buy
+4,724
New +$418K ﹤0.01% 880

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mackenzie Financial's IYR Position: Q3 2020 in Review

Mackenzie Financial sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 3,243 shares — an estimated $256K sold.

Mackenzie Financial first reported a position in IYR in Q1 2020 and held it in 2 quarters. The position peaked at $329K in Q1 2020. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

  • Mackenzie Financial reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Mackenzie Financial sold 3,243 iShares US Real Estate ETF shares in Q3 2020, an estimated $256K.
  • Mackenzie Financial first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Mackenzie Financial's iShares US Real Estate ETF position peaked at $329K in Q1 2020.
  • 392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Mackenzie Financial's 13F filing for Q3 2020, filed 13 Nov 2020.