Rampart Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Rampart Investment Management’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 Q4	–	Sell	-14,725	Closed	-$1.18M	–	193
2020 Q3	$1.18M	Sell	14,725 -1,845	-11%	-$149K	0.74%	30
2020 Q2	$1.31M	Buy	+16,570	New	+$1.26M	0.22%	130
2020 Q1	–	Sell	-17,230	Closed	-$1.6M	–	534
2019 Q4	$1.6M	Sell	17,230 -279	-2%	-$25.9K	0.2%	148
2019 Q3	$1.64M	Sell	17,509 -2,599	-13%	-$237K	0.2%	149
2019 Q2	$1.76M	Sell	20,108 -1,837	-8%	-$161K	0.21%	146
2019 Q1	$1.91M	Sell	21,945 -3,626	-14%	-$300K	0.22%	141
2018 Q4	$1.92M	Sell	25,571 -2,743	-10%	-$216K	0.53%	50
2018 Q3	$2.27K	Sell	28,314 -3,637	-11%	-$297K	﹤0.01%	478
2018 Q2	$2.58M	Sell	31,951 -4,578	-13%	-$353K	0.25%	113
2018 Q1	$2.76M	Buy	+36,529	New	+$2.77M	0.26%	117

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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 $12.8B AUM 19.73% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Rampart Investment Management's IYR Position: Q4 2020 in Review

Rampart Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2020, closing a stake of 14,725 shares — an estimated $1.18M sold.

Rampart Investment Management first reported a position in IYR in Q1 2018 and held it in 10 quarters. The position peaked at $2.76M in Q1 2018. 430 funds tracked by Wall St. Rank hold IYR as of Q4 2020.

Rampart Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2020 after selling out during the quarter.
Rampart Investment Management sold 14,725 iShares US Real Estate ETF shares in Q4 2020, an estimated $1.18M.
Rampart Investment Management first reported a position in iShares US Real Estate ETF in Q1 2018 and held it in 10 quarters.
Rampart Investment Management's iShares US Real Estate ETF position peaked at $2.76M in Q1 2018.
430 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.