San Francisco Sentry Investment Group’s iShares US Real Estate ETF IYR Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-151	Closed	-$11K	–	811
2018 Q1	$11K	Hold	151	–	–	﹤0.01%	672
2017 Q4	$12K	Hold	151	–	–	﹤0.01%	654
2017 Q3	$12K	Hold	151	–	–	﹤0.01%	622
2017 Q2	$12K	Buy	+151	New	+$12K	﹤0.01%	513
2014 Q4	–	Sell	-36	Closed	-$2K	–	300
2014 Q3	$2K	Hold	36	–	–	﹤0.01%	582
2014 Q2	$3K	Hold	36	–	–	﹤0.01%	576
2014 Q1	$2K	Hold	36	–	–	﹤0.01%	643
2013 Q4	$2K	Hold	36	–	–	﹤0.01%	617
2013 Q3	$2K	Hold	36	–	–	﹤0.01%	607
2013 Q2	$2K	Buy	+36	New	+$2.54K	﹤0.01%	621

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

San Francisco Sentry Investment Group's IYR Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares US Real Estate ETF (IYR) in Q2 2018, closing a stake of 151 shares — an estimated $11K sold.

San Francisco Sentry Investment Group first reported a position in IYR in Q2 2013 and held it in 10 quarters. The position peaked at $12K in Q4 2017. 383 funds tracked by Wall St. Rank hold IYR as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining iShares US Real Estate ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 151 iShares US Real Estate ETF shares in Q2 2018, an estimated $11K.
San Francisco Sentry Investment Group first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 10 quarters.
San Francisco Sentry Investment Group's iShares US Real Estate ETF position peaked at $12K in Q4 2017.
383 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.