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Old North State Trust’s iShares US Real Estate ETF IYR Stock Holding History

Old North State Trust’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 		– Sell
-398
Closed -$29K – 387
2018
Q4 		$29K Hold
398
– – 0.03% 245
2018
Q3 		$31K Buy
+398
New +$32.5K 0.03% 241

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Old North State Trust's IYR Position: Q1 2019 in Review

Old North State Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 398 shares — an estimated $29K sold.

Old North State Trust first reported a position in IYR in Q3 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

  • Old North State Trust reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Old North State Trust sold 398 iShares US Real Estate ETF shares in Q1 2019, an estimated $29K.
  • Old North State Trust first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • Old North State Trust's iShares US Real Estate ETF position peaked at $31K in Q3 2018.
  • 448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Old North State Trust's 13F filing for Q1 2019, filed 10 Apr 2019.