Stonehage Fleming Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Stonehage Fleming Financial Services’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	-6,724	Closed	-$504K	–	208
2018 Q4	$504K	Hold	6,724	–	–	0.03%	103
2018 Q3	$538K	Hold	6,724	–	–	0.03%	107
2018 Q2	$541K	Hold	6,724	–	–	0.02%	121
2018 Q1	$508K	Hold	6,724	–	–	0.03%	113
2017 Q4	$544K	Hold	6,724	–	–	0.03%	125
2017 Q3	$537K	Buy	+6,724	New	+$540K	0.03%	134
2016 Q4	–	Sell	-6,572	Closed	-$530K	–	317
2016 Q3	$530K	Buy	+6,572	New	+$544K	0.03%	145
2015 Q2	–	Sell	-6,300	Closed	-$499K	–	145
2015 Q1	$499K	Buy	+6,300	New	+$504K	0.06%	71

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

Stonehage Fleming Financial Services's IYR Position: Q1 2019 in Review

Stonehage Fleming Financial Services sold out of iShares US Real Estate ETF (IYR) in Q1 2019, closing a stake of 6,724 shares — an estimated $504K sold.

Stonehage Fleming Financial Services first reported a position in IYR in Q1 2015 and held it in 8 quarters. The position peaked at $544K in Q4 2017. 448 funds tracked by Wall St. Rank hold IYR as of Q1 2019.

Stonehage Fleming Financial Services reported no remaining iShares US Real Estate ETF position as of Q1 2019 after selling out during the quarter.
Stonehage Fleming Financial Services sold 6,724 iShares US Real Estate ETF shares in Q1 2019, an estimated $504K.
Stonehage Fleming Financial Services first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 8 quarters.
Stonehage Fleming Financial Services's iShares US Real Estate ETF position peaked at $544K in Q4 2017.
448 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2019.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2019, filed 11 Oct 2019.