Quantum Capital Management (New Jersey)’s iShares US Real Estate ETF IYR Stock Holding History

Quantum Capital Management (New Jersey)’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
2020 Q3	–	Sell	-335	Closed	-$26K	–	34
2020 Q2	$26K	Hold	335	–	–	﹤0.01%	35
2020 Q1	$23K	Hold	335	–	–	0.01%	35
2019 Q4	$31K	Hold	335	–	–	0.01%	35
2019 Q3	$31K	Hold	335	–	–	0.01%	35
2019 Q2	$29K	Hold	335	–	–	0.01%	35
2019 Q1	$29K	Hold	335	–	–	0.01%	37
2018 Q4	$25K	Buy	+335	New	+$26.3K	0.01%	38

Other funds holding IYR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMIM

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Quantum Capital Management (New Jersey)'s IYR Position: Q3 2020 in Review

Quantum Capital Management (New Jersey) sold out of iShares US Real Estate ETF (IYR) in Q3 2020, closing a stake of 335 shares — an estimated $26K sold.

Quantum Capital Management (New Jersey) first reported a position in IYR in Q4 2018 and held it in 7 quarters. The position peaked at $31K in Q4 2019. 392 funds tracked by Wall St. Rank hold IYR as of Q3 2020.

Quantum Capital Management (New Jersey) reported no remaining iShares US Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Quantum Capital Management (New Jersey) sold 335 iShares US Real Estate ETF shares in Q3 2020, an estimated $26K.
Quantum Capital Management (New Jersey) first reported a position in iShares US Real Estate ETF in Q4 2018 and held it in 7 quarters.
Quantum Capital Management (New Jersey)'s iShares US Real Estate ETF position peaked at $31K in Q4 2019.
392 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2020.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q3 2020, filed 12 Nov 2020.