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WealthSource Partners’s iShares US Real Estate ETF IYR Stock Holding History

WealthSource Partners’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
-49,566
Closed -$4.33M – 448
2019
Q2 		$4.33M Buy
49,566
+46,891
+1,753% +$4.11M 0.68% 37
2019
Q1 		$233K Sell
2,675
-187
-7% -$15.5K 0.05% 308
2018
Q4 		$214K Sell
2,862
-175
-6% -$13.8K 0.06% 269
2018
Q3 		$243K Buy
+3,037
New +$248K 0.06% 255
2016
Q4 		– Sell
-5,270
Closed -$425K – 267
2016
Q3 		$425K Buy
+5,270
New +$436K 0.16% 134

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthSource Partners's IYR Position: Q3 2019 in Review

WealthSource Partners sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 49,566 shares — an estimated $4.33M sold.

WealthSource Partners first reported a position in IYR in Q3 2016 and held it in 5 quarters. The position peaked at $4.33M in Q2 2019. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • WealthSource Partners reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • WealthSource Partners sold 49,566 iShares US Real Estate ETF shares in Q3 2019, an estimated $4.33M.
  • WealthSource Partners first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 5 quarters.
  • WealthSource Partners's iShares US Real Estate ETF position peaked at $4.33M in Q2 2019.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on WealthSource Partners's 13F filing for Q3 2019, filed 15 Nov 2019.