Summit Trail Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-250	Closed	-$20K	–	1067
2017 Q4	$20K	Buy	+250	New	+$20.3K	﹤0.01%	1043

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Trail Advisors's IYR Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 250 shares — an estimated $20K sold.

Summit Trail Advisors first reported a position in IYR in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

Summit Trail Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 250 iShares US Real Estate ETF shares in Q1 2018, an estimated $20K.
Summit Trail Advisors first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's iShares US Real Estate ETF position peaked at $20K in Q4 2017.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.