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Stuart Chaussee & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Stuart Chaussee & Associates’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
-3,465
Closed -$324K – 131
2019
Q3 		$324K Hold
3,465
– – 0.19% 14
2019
Q2 		$303K Buy
+3,465
New +$303K 0.19% 17
2016
Q1 		– Sell
-103
Closed -$8K – 89
2015
Q4 		$8K Buy
+103
New +$7.69K 0.01% 69

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Stuart Chaussee & Associates's IYR Position: Q4 2019 in Review

Stuart Chaussee & Associates sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 3,465 shares — an estimated $324K sold.

Stuart Chaussee & Associates first reported a position in IYR in Q4 2015 and held it in 3 quarters. The position peaked at $324K in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Stuart Chaussee & Associates reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 3,465 iShares US Real Estate ETF shares in Q4 2019, an estimated $324K.
  • Stuart Chaussee & Associates first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 3 quarters.
  • Stuart Chaussee & Associates's iShares US Real Estate ETF position peaked at $324K in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2019, filed 10 Feb 2020.