Rowland Carmichael Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Rowland Carmichael Advisors’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 Q1	–	Sell	-380	Closed	-$28K	–	335
2018 Q4	$28K	Hold	380	–	–	0.01%	266
2018 Q3	$30K	Hold	380	–	–	0.01%	312
2018 Q2	$31K	Hold	380	–	–	0.01%	315
2018 Q1	$29K	Hold	380	–	–	0.02%	283
2017 Q4	$31K	Hold	380	–	–	0.02%	292
2017 Q3	$30K	Hold	380	–	–	0.02%	270
2017 Q2	$30K	Hold	380	–	–	0.02%	264
2017 Q1	$30K	Hold	380	–	–	0.02%	260
2016 Q4	$29K	Hold	380	–	–	0.02%	274
2016 Q3	$31K	Sell	380 -1,316	-78%	-$109K	0.02%	261
2016 Q2	$140K	Hold	1,696	–	–	0.09%	228
2016 Q1	$132K	Buy	+1,696	New	+$123K	0.12%	146

Other funds holding IYR

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LMIM

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

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

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

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Rowland Carmichael Advisors's IYR Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 380 shares — an estimated $28K sold.

Rowland Carmichael Advisors first reported a position in IYR in Q1 2016 and held it in 12 quarters. The position peaked at $140K in Q2 2016. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Rowland Carmichael Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 380 iShares US Real Estate ETF shares in Q1 2019, an estimated $28K.
Rowland Carmichael Advisors first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 12 quarters.
Rowland Carmichael Advisors's iShares US Real Estate ETF position peaked at $140K in Q2 2016.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.