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Webster Bank’s iShares US Real Estate ETF IYR Stock Holding History

Webster Bank’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
Q3 		– Sell
-376
Closed -$30K – 546
2017
Q2 		$30K Hold
376
– – ﹤0.01% 407
2017
Q1 		$30K Hold
376
– – ﹤0.01% 420
2016
Q4 		$29K Buy
+376
New +$28.6K ﹤0.01% 402

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Webster Bank's IYR Position: Q3 2017 in Review

Webster Bank sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 376 shares — an estimated $30K sold.

Webster Bank first reported a position in IYR in Q4 2016 and held it in 3 quarters. The position peaked at $30K in Q2 2017. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

  • Webster Bank reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Webster Bank sold 376 iShares US Real Estate ETF shares in Q3 2017, an estimated $30K.
  • Webster Bank first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 3 quarters.
  • Webster Bank's iShares US Real Estate ETF position peaked at $30K in Q2 2017.
  • 356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Webster Bank's 13F filing for Q3 2017, filed 12 Oct 2017.