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Venturi Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-28,729
Closed -$2.33M – 196
2017
Q1 		$2.33M Buy
28,729
+3,618
+14% +$282K 0.54% 64
2016
Q4 		$1.93M Buy
+25,111
New +$1.91M 0.54% 59

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Venturi Wealth Management's IYR Position: Q2 2017 in Review

Venturi Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 28,729 shares — an estimated $2.33M sold.

Venturi Wealth Management first reported a position in IYR in Q4 2016 and held it in 2 quarters. The position peaked at $2.33M in Q1 2017. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

  • Venturi Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Venturi Wealth Management sold 28,729 iShares US Real Estate ETF shares in Q2 2017, an estimated $2.33M.
  • Venturi Wealth Management first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Venturi Wealth Management's iShares US Real Estate ETF position peaked at $2.33M in Q1 2017.
  • 345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Venturi Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.