Trust Company of Vermont’s iShares US Real Estate ETF IYR Stock Holding History

Trust Company of Vermont’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 Q3	–	Sell	-125	Closed	-$10K	–	1083
2018 Q2	$10K	Hold	125	–	–	﹤0.01%	830
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	768
2017 Q4	$10K	Hold	125	–	–	﹤0.01%	757
2017 Q3	$10K	Hold	125	–	–	﹤0.01%	736
2017 Q2	$10K	Hold	125	–	–	﹤0.01%	734
2017 Q1	$10K	Hold	125	–	–	﹤0.01%	710
2016 Q4	$10K	Hold	125	–	–	﹤0.01%	704
2016 Q3	$10K	Buy	+125	New	+$10.3K	﹤0.01%	668

Other funds holding IYR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LMIM

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

Trust Company of Vermont's IYR Position: Q3 2018 in Review

Trust Company of Vermont sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 125 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in IYR in Q3 2016 and held it in 8 quarters. The position peaked at $10K in Q2 2018. 388 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Trust Company of Vermont reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Trust Company of Vermont sold 125 iShares US Real Estate ETF shares in Q3 2018, an estimated $10K.
Trust Company of Vermont first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 8 quarters.
Trust Company of Vermont's iShares US Real Estate ETF position peaked at $10K in Q2 2018.
388 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Trust Company of Vermont's 13F filing for Q3 2018, filed 26 Oct 2018.