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

Palo Capital’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	-3,198	Closed	-$258K	–	159
2018 Q2	$258K	Hold	3,198	–	–	0.09%	158
2018 Q1	$241K	Buy	+3,198	New	+$243K	0.09%	160

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 $303B AUM 53.02% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Palo Capital's IYR Position: Q3 2018 in Review

Palo Capital sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 3,198 shares — an estimated $258K sold.

Palo Capital first reported a position in IYR in Q1 2018 and held it in 2 quarters. The position peaked at $258K in Q2 2018. 388 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Palo Capital reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Palo Capital sold 3,198 iShares US Real Estate ETF shares in Q3 2018, an estimated $258K.
Palo Capital first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 2 quarters.
Palo Capital's iShares US Real Estate ETF position peaked at $258K in Q2 2018.
388 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Palo Capital's 13F filing for Q3 2018, filed 25 Oct 2018.