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Allegis Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Allegis Investment Advisors’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
Q1 		– Sell
-360
Closed -$27K – 566
2015
Q4 		$27K Buy
+360
New +$26.9K 0.02% 441

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Allegis Investment Advisors's IYR Position: Q1 2016 in Review

Allegis Investment Advisors sold out of iShares US Real Estate ETF (IYR) in Q1 2016, closing a stake of 360 shares — an estimated $27K sold.

Allegis Investment Advisors first reported a position in IYR in Q4 2015 and held it in 1 quarter. The position peaked at $27K in Q4 2015. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

  • Allegis Investment Advisors reported no remaining iShares US Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 360 iShares US Real Estate ETF shares in Q1 2016, an estimated $27K.
  • Allegis Investment Advisors first reported a position in iShares US Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's iShares US Real Estate ETF position peaked at $27K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.