AIM
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Assured Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-56,724
Closed -$4.51M – 656
2017
Q1 		$4.45M Buy
+56,724
New +$4.43M 0.09% 111

Other funds holding IYR

Citigroup
Citigroup New York $235B AUM 32.99% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Assured Investment Management's IYR Position: Q2 2017 in Review

Assured Investment Management sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 56,724 shares — an estimated $4.51M sold.

Assured Investment Management first reported a position in IYR in Q1 2017 and held it in 1 quarter. The position peaked at $4.45M in Q1 2017. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

  • Assured Investment Management reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Assured Investment Management sold 56,724 iShares US Real Estate ETF shares in Q2 2017, an estimated $4.51M.
  • Assured Investment Management first reported a position in iShares US Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Assured Investment Management's iShares US Real Estate ETF position peaked at $4.45M in Q1 2017.
  • 345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Assured Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.