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Partnervest Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Partnervest Advisory Services’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
Q4 		– Sell
-3,603
Closed -$337K – 259
2019
Q3 		$337K Buy
3,603
+499
+16% +$45.4K 0.12% 153
2019
Q2 		$271K Sell
3,104
-260
-8% -$22.8K 0.11% 161
2019
Q1 		$293K Buy
+3,364
New +$278K 0.12% 150
2017
Q4 		– Sell
-4,141
Closed -$331K – 189
2017
Q3 		$331K Buy
4,141
+1,597
+63% +$128K 0.16% 131
2017
Q2 		$203K Sell
2,544
-285
-10% -$22.7K 0.09% 188
2017
Q1 		$222K Sell
2,829
-655
-19% -$51.1K 0.1% 175
2016
Q4 		$268K Sell
3,484
-1,813
-34% -$138K 0.12% 161
2016
Q3 		$427K Buy
5,297
+1,827
+53% +$151K 0.2% 110
2016
Q2 		$286K Buy
3,470
+262
+8% +$20.5K 0.14% 153
2016
Q1 		$250K Sell
3,208
-146
-4% -$10.6K 0.13% 158
2015
Q4 		$252K Buy
3,354
+390
+13% +$29.1K 0.14% 132
2015
Q3 		$210K Buy
+2,964
New +$216K 0.12% 149
2015
Q2 		– Sell
-2,539
Closed -$201K – 191
2015
Q1 		$201K Sell
2,539
-35,447
-93% -$2.84M 0.1% 148
2014
Q4 		$2.92M Buy
+37,986
New +$2.84M 1.41% 10
2014
Q3 		– Sell
-1,864
Closed -$134K – 487
2014
Q2 		$134K Sell
1,864
-87,492
-98% -$6.16M 0.06% 205
2014
Q1 		$6.05M Buy
89,356
+205
+0.2% +$13.6K 2.71% 5
2013
Q4 		$5.62M Sell
89,151
-104,057
-54% -$6.7M 2.62% 5
2013
Q3 		$12.3M Sell
193,208
-121,836
-39% -$7.96M 6.29% 3
2013
Q2 		$20.9M Buy
+315,044
New +$22.3M 9.56% 3

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Partnervest Advisory Services's IYR Position: Q4 2019 in Review

Partnervest Advisory Services sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 3,603 shares — an estimated $337K sold.

Partnervest Advisory Services first reported a position in IYR in Q2 2013 and held it in 19 quarters. The position peaked at $20.9M in Q2 2013. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Partnervest Advisory Services reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Partnervest Advisory Services sold 3,603 iShares US Real Estate ETF shares in Q4 2019, an estimated $337K.
  • Partnervest Advisory Services first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 19 quarters.
  • Partnervest Advisory Services's iShares US Real Estate ETF position peaked at $20.9M in Q2 2013.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.