Vigilant Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Vigilant Capital 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
2020 Q1	–	Sell	-2,700	Closed	-$251K	–	384
2019 Q4	$251K	Hold	2,700	–	–	0.03%	118
2019 Q3	$253K	Hold	2,700	–	–	0.03%	107
2019 Q2	$236K	Hold	2,700	–	–	0.03%	109
2019 Q1	$235K	Hold	2,700	–	–	0.03%	113
2018 Q4	$202K	Hold	2,700	–	–	0.03%	118
2018 Q3	$216K	Hold	2,700	–	–	0.03%	127
2018 Q2	$218K	Hold	2,700	–	–	0.03%	116
2018 Q1	$204K	Hold	2,700	–	–	0.03%	122
2017 Q4	$219K	Hold	2,700	–	–	0.03%	123
2017 Q3	$216K	Hold	2,700	–	–	0.03%	103
2017 Q2	$215K	Hold	2,700	–	–	0.04%	103
2017 Q1	$212K	Hold	2,700	–	–	0.04%	103
2016 Q4	$208K	Hold	2,700	–	–	0.04%	107
2016 Q3	$218K	Hold	2,700	–	–	0.04%	108
2016 Q2	$222K	Hold	2,700	–	–	0.04%	101
2016 Q1	$210K	Hold	2,700	–	–	0.04%	94
2015 Q4	$203K	Hold	2,700	–	–	0.04%	107
2015 Q3	$192K	Hold	2,700	–	–	0.04%	106
2015 Q2	$193K	Hold	2,700	–	–	0.03%	117
2015 Q1	$214K	Hold	2,700	–	–	0.04%	111
2014 Q4	$207K	Buy	+2,700	New	+$202K	0.04%	116

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Vigilant Capital Management's IYR Position: Q1 2020 in Review

Vigilant Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 2,700 shares — an estimated $251K sold.

Vigilant Capital Management first reported a position in IYR in Q4 2014 and held it in 21 quarters. The position peaked at $253K in Q3 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Vigilant Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Vigilant Capital Management sold 2,700 iShares US Real Estate ETF shares in Q1 2020, an estimated $251K.
Vigilant Capital Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 21 quarters.
Vigilant Capital Management's iShares US Real Estate ETF position peaked at $253K in Q3 2019.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Vigilant Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.