Whitney & Co’s iShares US Real Estate ETF IYR Stock Holding History

Whitney & Co’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	–	Sell	-141	Closed	-$11K	–	545
2018 Q2	$11K	Buy	+141	New	+$10.9K	﹤0.01%	237

Other funds holding IYR

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Whitney & Co's IYR Position: Q3 2018 in Review

Whitney & Co sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 141 shares — an estimated $11K sold.

Whitney & Co first reported a position in IYR in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

Whitney & Co reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Whitney & Co sold 141 iShares US Real Estate ETF shares in Q3 2018, an estimated $11K.
Whitney & Co first reported a position in iShares US Real Estate ETF in Q2 2018 and held it in 1 quarter.
Whitney & Co's iShares US Real Estate ETF position peaked at $11K in Q2 2018.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.