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Avalon Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Avalon Capital 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
2018
Q4 		– Sell
-4,096
Closed -$328K – 46
2018
Q3 		$328K Sell
4,096
-1,219
-23% -$99.4K 0.3% 38
2018
Q2 		$428K Hold
5,315
– – 0.43% 32
2018
Q1 		$401K Sell
5,315
-29,773
-85% -$2.26M 0.39% 44
2017
Q4 		$2.84M Buy
+35,088
New +$2.85M 2.54% 12
2017
Q3 		– Sell
-17,527
Closed -$1.4M – 100
2017
Q2 		$1.4M Sell
17,527
-8,581
-33% -$683K 1.03% 38
2017
Q1 		$2.05M Buy
+26,108
New +$2.04M 1.42% 24
2015
Q3 		– Sell
-60,153
Closed -$4.29M – 72
2015
Q2 		$4.29M Sell
60,153
-1,452
-2% -$110K 3.91% 4
2015
Q1 		$4.89M Buy
61,605
+11,583
+23% +$927K 3.95% 4
2014
Q4 		$3.84M Sell
50,022
-1,385
-3% -$104K 2.96% 10
2014
Q3 		$3.56M Sell
51,407
-17,863
-26% -$1.29M 2.97% 6
2014
Q2 		$4.97M Buy
69,270
+464
+0.7% +$32.7K 4.13% 3
2014
Q1 		$4.66M Buy
68,806
+10,264
+18% +$681K 3.76% 3
2013
Q4 		$3.69M Buy
58,542
+18,566
+46% +$1.2M 3.11% 6
2013
Q3 		$2.55M Sell
39,976
-5,591
-12% -$365K 2.52% 10
2013
Q2 		$3.03M Buy
+45,567
New +$3.22M 2.98% 9

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Avalon Capital Management's IYR Position: Q4 2018 in Review

Avalon Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2018, closing a stake of 4,096 shares — an estimated $328K sold.

Avalon Capital Management first reported a position in IYR in Q2 2013 and held it in 15 quarters. The position peaked at $4.97M in Q2 2014. 429 funds tracked by Wall St. Rank hold IYR as of Q4 2018.

  • Avalon Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Avalon Capital Management sold 4,096 iShares US Real Estate ETF shares in Q4 2018, an estimated $328K.
  • Avalon Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 15 quarters.
  • Avalon Capital Management's iShares US Real Estate ETF position peaked at $4.97M in Q2 2014.
  • 429 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2018.

Based on Avalon Capital Management's 13F filing for Q4 2018, filed 16 Jan 2019.