SFG
IYR icon

SevenBridge Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-70
Closed -$6K – 367
2019
Q2 		$6K Buy
+70
New +$6.13K ﹤0.01% 504

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SevenBridge Financial Group's IYR Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 70 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in IYR in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 70 iShares US Real Estate ETF shares in Q3 2019, an estimated $6K.
  • SevenBridge Financial Group first reported a position in iShares US Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's iShares US Real Estate ETF position peaked at $6K in Q2 2019.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.