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

NEXT Financial Holdings’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 Q1	$36K	Buy	+410	New	+$33.9K	0.01%	812

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NEXT Financial Holdings's IYR Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Real Estate ETF (IYR) in Q1 2019: 410 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings.

448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

NEXT Financial Holdings held 410 shares of iShares US Real Estate ETF worth $36K as of Q1 2019.
iShares US Real Estate ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Real Estate ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #812 holding.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.