Summit X LLC’s iShares US Real Estate ETF IYR Stock Holding History

Summit X LLC’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
2017 Q4	–	Sell	-29,294	Closed	-$2.33M	–	186
2017 Q3	$2.33M	Buy	+29,294	New	+$2.35M	1.55%	13

Other funds holding IYR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Summit X LLC's IYR Position: Q4 2017 in Review

Summit X LLC sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 29,294 shares — an estimated $2.33M sold.

Summit X LLC first reported a position in IYR in Q3 2017 and held it in 1 quarter. The position peaked at $2.33M in Q3 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

Summit X LLC reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Summit X LLC sold 29,294 iShares US Real Estate ETF shares in Q4 2017, an estimated $2.33M.
Summit X LLC first reported a position in iShares US Real Estate ETF in Q3 2017 and held it in 1 quarter.
Summit X LLC's iShares US Real Estate ETF position peaked at $2.33M in Q3 2017.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Summit X LLC's 13F filing for Q4 2017, filed 23 Jan 2018.