ALA
IFEU

Atherton Lane Advisers’s iShares Europe Developed Real Estate ETF IFEU Stock Holding History

Atherton Lane Advisers’s Portfolio IFEU Stock Details IFEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,337
Closed -$206K – 259
2015
Q1 		$206K Sell
5,337
-545
-9% -$21.2K 0.01% 255
2014
Q4 		$215K Sell
5,882
-1,230
-17% -$43.9K 0.01% 253
2014
Q3 		$249K Sell
7,112
-8,390
-54% -$312K 0.01% 231
2014
Q2 		$593K Buy
+15,502
New +$586K 0.03% 168

Other funds holding IFEU

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atherton Lane Advisers's IFEU Position: Q2 2015 in Review

Atherton Lane Advisers sold out of iShares Europe Developed Real Estate ETF (IFEU) in Q2 2015, closing a stake of 5,337 shares — an estimated $206K sold.

Atherton Lane Advisers first reported a position in IFEU in Q2 2014 and held it in 4 quarters. The position peaked at $593K in Q2 2014. 21 funds tracked by Wall St. Rank hold IFEU as of Q2 2015.

  • Atherton Lane Advisers reported no remaining iShares Europe Developed Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Atherton Lane Advisers sold 5,337 iShares Europe Developed Real Estate ETF shares in Q2 2015, an estimated $206K.
  • Atherton Lane Advisers first reported a position in iShares Europe Developed Real Estate ETF in Q2 2014 and held it in 4 quarters.
  • Atherton Lane Advisers's iShares Europe Developed Real Estate ETF position peaked at $593K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held iShares Europe Developed Real Estate ETF as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.