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Mariner Independent Advisor Network’s iShares US Real Estate ETF IYR Stock Holding History

Mariner Independent Advisor Network’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
2018
Q3 		– Sell
-10,005
Closed -$806K – 255
2018
Q2 		$806K Sell
10,005
-2,637
-21% -$203K 0.14% 99
2018
Q1 		$954K Sell
12,642
-28,529
-69% -$2.16M 0.06% 221
2017
Q4 		$3.21M Sell
41,171
-19,863
-33% -$1.61M 0.34% 79
2017
Q3 		$4.88M Buy
61,034
+1,112
+2% +$89.3K 0.79% 27
2017
Q2 		$4.78M Buy
+59,922
New +$4.77M 0.69% 40
2017
Q1 		– Sell
-10,650
Closed -$819K – 310
2016
Q4 		$819K Sell
10,650
-40,223
-79% -$3.06M 0.13% 110
2016
Q3 		$4.1M Buy
50,873
+2,361
+5% +$195K 0.58% 50
2016
Q2 		$4M Buy
+48,512
New +$3.8M 0.75% 40
2015
Q4 		– Sell
-24,115
Closed -$1.71M – 135
2015
Q3 		$1.71M Buy
24,115
+19,938
+477% +$1.45M 0.66% 44
2015
Q2 		$298K Buy
+4,177
New +$317K 0.15% 91
2015
Q1 		– Sell
-8,446
Closed -$715K – 124
2014
Q4 		$715K Buy
8,446
+1,997
+31% +$149K 0.33% 62
2014
Q3 		$446K Sell
6,449
-255
-4% -$18.5K 0.23% 67
2014
Q2 		$481K Buy
+6,704
New +$472K 0.24% 69

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Mariner Independent Advisor Network's IYR Position: Q3 2018 in Review

Mariner Independent Advisor Network sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 10,005 shares — an estimated $806K sold.

Mariner Independent Advisor Network first reported a position in IYR in Q2 2014 and held it in 13 quarters. The position peaked at $4.88M in Q3 2017. 388 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Mariner Independent Advisor Network reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,005 iShares US Real Estate ETF shares in Q3 2018, an estimated $806K.
  • Mariner Independent Advisor Network first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 13 quarters.
  • Mariner Independent Advisor Network's iShares US Real Estate ETF position peaked at $4.88M in Q3 2017.
  • 388 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2018, filed 7 Nov 2018.