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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
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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $4.96B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return