Trustmark National Bank Trust Department’s iShares US Real Estate ETF IYR Stock Holding History

Trustmark National Bank Trust Department’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 Q3	–	Sell	-555	Closed	-$48K	–	385
2019 Q2	$48K	Hold	555	–	–	﹤0.01%	354
2019 Q1	$48K	Hold	555	–	–	﹤0.01%	346
2018 Q4	$41K	Hold	555	–	–	﹤0.01%	352
2018 Q3	$44K	Buy	+555	New	+$45.3K	﹤0.01%	372

Other funds holding IYR

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Trustmark National Bank Trust Department's IYR Position: Q3 2019 in Review

Trustmark National Bank Trust Department sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 555 shares — an estimated $48K sold.

Trustmark National Bank Trust Department first reported a position in IYR in Q3 2018 and held it in 4 quarters. The position peaked at $48K in Q2 2019. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

Trustmark National Bank Trust Department reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
Trustmark National Bank Trust Department sold 555 iShares US Real Estate ETF shares in Q3 2019, an estimated $48K.
Trustmark National Bank Trust Department first reported a position in iShares US Real Estate ETF in Q3 2018 and held it in 4 quarters.
Trustmark National Bank Trust Department's iShares US Real Estate ETF position peaked at $48K in Q2 2019.
446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2019, filed 14 Nov 2019.