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Banyan Partners’s iShares US Real Estate ETF IYR Stock Holding History

Banyan Partners’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
2014
Q1 		– Sell
-5,458
Closed -$344K – 410
2013
Q4 		$344K Sell
5,458
-1,285
-19% -$82.8K 0.02% 349
2013
Q3 		$430K Buy
+6,743
New +$440K 0.04% 231

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Banyan Partners's IYR Position: Q1 2014 in Review

Banyan Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2014, closing a stake of 5,458 shares — an estimated $344K sold.

Banyan Partners first reported a position in IYR in Q3 2013 and held it in 2 quarters. The position peaked at $430K in Q3 2013. 296 funds tracked by Wall St. Rank hold IYR as of Q1 2014.

  • Banyan Partners reported no remaining iShares US Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Banyan Partners sold 5,458 iShares US Real Estate ETF shares in Q1 2014, an estimated $344K.
  • Banyan Partners first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 2 quarters.
  • Banyan Partners's iShares US Real Estate ETF position peaked at $430K in Q3 2013.
  • 296 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2014.

Based on Banyan Partners's 13F filing for Q1 2014, filed 13 May 2014.