Prentiss Smith & Co’s iShares US Real Estate ETF IYR Stock Holding History

Prentiss Smith & Co’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 Q4	–	Sell	-250	Closed	-$20K	–	144
2018 Q3	$20K	Hold	250	–	–	0.01%	166
2018 Q2	$20K	Hold	250	–	–	0.01%	171
2018 Q1	$19K	Buy	+250	New	+$19K	0.01%	183
2017 Q4	–	Sell	-250	Closed	-$20K	–	313
2017 Q3	$20K	Buy	+250	New	+$20.1K	0.01%	161

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Prentiss Smith & Co's IYR Position: Q4 2018 in Review

Prentiss Smith & Co sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 250 shares — an estimated $20K sold.

Prentiss Smith & Co first reported a position in IYR in Q3 2017 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

Prentiss Smith & Co reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Prentiss Smith & Co sold 250 iShares US Real Estate ETF shares in Q4 2018, an estimated $20K.
Prentiss Smith & Co first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 4 quarters.
Prentiss Smith & Co's iShares US Real Estate ETF position peaked at $20K in Q3 2018.
429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Prentiss Smith & Co's 13F filing for Q4 2018, filed 15 Jan 2019.