Smith, Moore & Co’s iShares US Real Estate ETF IYR Stock Holding History

Smith, Moore & Co’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 Q4	–	Sell	-2,817	Closed	-$264K	–	325
2019 Q3	$264K	Sell	2,817 -342	-11%	-$31.1K	0.06%	267
2019 Q2	$276K	Buy	3,159 +232	+8%	+$20.3K	0.06%	266
2019 Q1	$255K	Sell	2,927 -188	-6%	-$15.5K	0.06%	266
2018 Q4	$233K	Buy	+3,115	New	+$245K	0.06%	270
2018 Q1	–	Sell	-2,571	Closed	-$208K	–	333
2017 Q4	$208K	Buy	+2,571	New	+$209K	0.06%	277

Other funds holding IYR

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

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

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

LMIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Smith, Moore & Co's IYR Position: Q4 2019 in Review

Smith, Moore & Co sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 2,817 shares — an estimated $264K sold.

Smith, Moore & Co first reported a position in IYR in Q4 2017 and held it in 5 quarters. The position peaked at $276K in Q2 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Smith, Moore & Co reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Smith, Moore & Co sold 2,817 iShares US Real Estate ETF shares in Q4 2019, an estimated $264K.
Smith, Moore & Co first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 5 quarters.
Smith, Moore & Co's iShares US Real Estate ETF position peaked at $276K in Q2 2019.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Smith, Moore & Co's 13F filing for Q4 2019, filed 7 Feb 2020.