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

Murphy Capital Management’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	-2,675	Closed	-$215K	–	278
2018 Q2	$215K	Hold	2,675	–	–	0.03%	259
2018 Q1	$201K	Hold	2,675	–	–	0.03%	261
2017 Q4	$216K	Hold	2,675	–	–	0.03%	255
2017 Q3	$213K	Sell	2,675 -100	-4%	-$8.03K	0.03%	253
2017 Q2	$221K	Hold	2,775	–	–	0.03%	250
2017 Q1	$217K	Sell	2,775 -100	-3%	-$7.8K	0.03%	259
2016 Q4	$221K	Sell	2,875 -425	-13%	-$32.3K	0.03%	257
2016 Q3	$266K	Sell	3,300 -300	-8%	-$24.8K	0.04%	245
2016 Q2	$296K	Sell	3,600 -100	-3%	-$7.84K	0.05%	241
2016 Q1	$288K	Hold	3,700	–	–	0.05%	241
2015 Q4	$277K	Hold	3,700	–	–	0.04%	255
2015 Q3	$262K	Sell	3,700 -125	-3%	-$9.11K	0.04%	252
2015 Q2	$272K	Sell	3,825 -950	-20%	-$72K	0.04%	266
2015 Q1	$378K	Sell	4,775 -450	-9%	-$36K	0.06%	240
2014 Q4	$401K	Buy	+5,225	New	+$391K	0.06%	230

Other funds holding IYR

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Murphy Capital Management's IYR Position: Q3 2018 in Review

Murphy Capital Management sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 2,675 shares — an estimated $215K sold.

Murphy Capital Management first reported a position in IYR in Q4 2014 and held it in 15 quarters. The position peaked at $401K in Q4 2014. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Murphy Capital Management reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Murphy Capital Management sold 2,675 iShares US Real Estate ETF shares in Q3 2018, an estimated $215K.
Murphy Capital Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 15 quarters.
Murphy Capital Management's iShares US Real Estate ETF position peaked at $401K in Q4 2014.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Murphy Capital Management's 13F filing for Q3 2018, filed 10 Oct 2018.