Agran Libbie’s iShares US Real Estate ETF IYR Stock Holding History

Agran Libbie’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
2016 Q3	–	Sell	-21,231	Closed	-$1.75M	–	114
2016 Q2	$1.75M	Buy	+21,231	New	+$1.66M	0.44%	63
2015 Q3	–	Sell	-24,076	Closed	-$1.72M	–	121
2015 Q2	$1.72M	Buy	24,076 +41	+0.2%	+$3.11K	0.45%	60
2015 Q1	$1.91M	Sell	24,035 -549	-2%	-$43.9K	0.45%	59
2014 Q4	$1.89M	Sell	24,584 -1,085	-4%	-$81.1K	0.45%	60
2014 Q3	$1.78M	Buy	+25,669	New	+$1.86M	0.43%	62
2014 Q1	–	Sell	-26,507	Closed	-$1.67M	–	112
2013 Q4	$1.67M	Sell	26,507 -49	-0.2%	-$3.16K	0.44%	64
2013 Q3	$1.69M	Buy	26,556 +930	+4%	+$60.8K	0.49%	57
2013 Q2	$1.7M	Buy	+25,626	New	+$1.81M	0.49%	59

Other funds holding IYR

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Agran Libbie's IYR Position: Q3 2016 in Review

Agran Libbie sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 21,231 shares — an estimated $1.75M sold.

Agran Libbie first reported a position in IYR in Q2 2013 and held it in 8 quarters. The position peaked at $1.91M in Q1 2015. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

Agran Libbie reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
Agran Libbie sold 21,231 iShares US Real Estate ETF shares in Q3 2016, an estimated $1.75M.
Agran Libbie first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 8 quarters.
Agran Libbie's iShares US Real Estate ETF position peaked at $1.91M in Q1 2015.
346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Agran Libbie's 13F filing for Q3 2016, filed 20 Oct 2016.