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Vantage Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Vantage Investment 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
Q3 		$85K Sell
1,062
-6
-0.6% -$489 0.02% 219
2018
Q2 		$86K Hold
1,068
– – 0.02% 214
2018
Q1 		$81K Sell
1,068
-94
-8% -$7.13K 0.02% 225
2017
Q4 		$94K Hold
1,162
– – 0.02% 212
2017
Q3 		$93K Hold
1,162
– – 0.02% 196
2017
Q2 		$93K Sell
1,162
-300
-21% -$23.9K 0.03% 189
2017
Q1 		$115K Sell
1,462
-103
-7% -$8.04K 0.04% 167
2016
Q4 		$120K Buy
1,565
+3
+0.2% +$228 0.05% 155
2016
Q3 		$126K Sell
1,562
-431
-22% -$35.7K 0.06% 143
2016
Q2 		$126K Buy
1,993
+753
+61% +$59K 0.05% 149
2016
Q1 		$97K Sell
1,240
-128
-9% -$9.29K 0.04% 169
2015
Q4 		$103K Hold
1,368
– – 0.05% 157
2015
Q3 		$97K Hold
1,368
– – 0.05% 152
2015
Q2 		$98K Sell
1,368
-306
-18% -$23.2K 0.05% 168
2015
Q1 		$133K Buy
1,674
+306
+22% +$24.5K 0.04% 202
2014
Q4 		$105K Hold
1,368
– – 0.06% 157
2014
Q3 		$95K Hold
1,368
– – 0.06% 162
2014
Q2 		$98K Sell
1,368
-20
-1% -$1.41K 0.06% 165
2014
Q1 		$94K Hold
1,388
– – 0.06% 165
2013
Q4 		$88K Buy
+1,388
New +$89.4K 0.06% 166

Other funds holding IYR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Vantage Investment Advisors's IYR Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares US Real Estate ETF (IYR) stake by 0.56% in Q3 2018, selling an estimated $489 and leaving 1,062 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #219.

Vantage Investment Advisors first reported a position in IYR in Q4 2013 and has held it in 20 quarters since. The position peaked at $133K in Q1 2015. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • Vantage Investment Advisors held 1,062 shares of iShares US Real Estate ETF worth $85K as of Q3 2018.
  • Vantage Investment Advisors sold 6 iShares US Real Estate ETF shares in Q3 2018, an estimated $489.
  • iShares US Real Estate ETF made up 0.02% of Vantage Investment Advisors's portfolio in Q3 2018, its #219 holding.
  • Vantage Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares US Real Estate ETF position peaked at $133K in Q1 2015.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.