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

Astor 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
2016
Q4 		– Sell
-228,963
Closed -$18.5M – 41
2016
Q3 		$18.5M Buy
228,963
+129,909
+131% +$10.8M 3.49% 11
2016
Q2 		$8.16M Sell
99,054
-177,235
-64% -$13.9M 1.47% 22
2016
Q1 		$21.5M Sell
276,289
-18,686
-6% -$1.36M 3.68% 11
2015
Q4 		$22.1M Sell
294,975
-13,695
-4% -$1.02M 3.46% 13
2015
Q3 		$21.9M Buy
308,670
+1,320
+0.4% +$96.2K 3.34% 14
2015
Q2 		$21.9M Buy
307,350
+20,085
+7% +$1.52M 3.12% 14
2015
Q1 		$22.8M Sell
287,265
-4,145
-1% -$332K 3.46% 11
2014
Q4 		$22.4M Buy
291,410
+7,600
+3% +$568K 3.69% 9
2014
Q3 		$19.6M Buy
283,810
+3,086
+1% +$224K 3.76% 9
2014
Q2 		$20.2M Buy
280,724
+52,984
+23% +$3.73M 4.06% 9
2014
Q1 		$15.4M Buy
+227,740
New +$15.1M 4.86% 10

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Astor Investment Management's IYR Position: Q4 2016 in Review

Astor Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 228,963 shares — an estimated $18.5M sold.

Astor Investment Management first reported a position in IYR in Q1 2014 and held it in 11 quarters. The position peaked at $22.8M in Q1 2015. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Astor Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Astor Investment Management sold 228,963 iShares US Real Estate ETF shares in Q4 2016, an estimated $18.5M.
  • Astor Investment Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 11 quarters.
  • Astor Investment Management's iShares US Real Estate ETF position peaked at $22.8M in Q1 2015.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Astor Investment Management's 13F filing for Q4 2016, filed 17 Jan 2017.