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Atherton Lane Advisers’s iShares US Real Estate ETF IYR Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$2.34M Sell
31,128
-570
-2% -$42.6K 0.14% 76
2015
Q3 		$2.25M Sell
31,698
-1,800
-5% -$131K 0.14% 75
2015
Q2 		$2.39M Sell
33,498
-3,677
-10% -$279K 0.13% 73
2015
Q1 		$2.95M Sell
37,175
-2,345
-6% -$188K 0.16% 76
2014
Q4 		$3.04M Sell
39,520
-1,187
-3% -$88.8K 0.17% 74
2014
Q3 		$2.82M Sell
40,707
-883
-2% -$64K 0.16% 79
2014
Q2 		$2.99M Buy
+41,590
New +$2.93M 0.17% 76

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Atherton Lane Advisers's IYR Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares US Real Estate ETF (IYR) stake by 1.8% in Q4 2015, selling an estimated $42.6K and leaving 31,128 shares worth $2.34M. The position accounts for 0.14% of the portfolio, ranked #76.

Atherton Lane Advisers first reported a position in IYR in Q2 2014 and has held it in 7 quarters since. The position peaked at $3.04M in Q4 2014. 324 funds tracked by Wall St. Rank hold IYR as of Q4 2015.

  • Atherton Lane Advisers held 31,128 shares of iShares US Real Estate ETF worth $2.34M as of Q4 2015.
  • Atherton Lane Advisers sold 570 iShares US Real Estate ETF shares in Q4 2015, an estimated $42.6K.
  • iShares US Real Estate ETF made up 0.14% of Atherton Lane Advisers's portfolio in Q4 2015, its #76 holding.
  • Atherton Lane Advisers first reported a position in iShares US Real Estate ETF in Q2 2014 and has held it in 7 quarters since.
  • Atherton Lane Advisers's iShares US Real Estate ETF position peaked at $3.04M in Q4 2014.
  • 324 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.