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Beaumont Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Beaumont Financial Advisors’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
Q2 		– Sell
-1,117,350
Closed -$88.6M – 150
2015
Q1 		$88.6M Buy
+1,117,350
New +$89.4M 3.09% 12
2014
Q4 		– Sell
-183,448
Closed -$12.7M – 167
2014
Q3 		$12.7M Sell
183,448
-9,073
-5% -$657K 0.83% 49
2014
Q2 		$13.8M Buy
+192,521
New +$13.6M 0.98% 44
2013
Q4 		– Sell
-223,185
Closed -$14.2M – 162
2013
Q3 		$14.2M Sell
223,185
-151,791
-40% -$9.92M 1.26% 27
2013
Q2 		$24.9M Buy
+374,976
New +$26.5M 2.3% 11

Other funds holding IYR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beaumont Financial Advisors's IYR Position: Q2 2015 in Review

Beaumont Financial Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 1,117,350 shares — an estimated $88.6M sold.

Beaumont Financial Advisors first reported a position in IYR in Q2 2013 and held it in 5 quarters. The position peaked at $88.6M in Q1 2015. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Beaumont Financial Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,117,350 iShares US Real Estate ETF shares in Q2 2015, an estimated $88.6M.
  • Beaumont Financial Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 5 quarters.
  • Beaumont Financial Advisors's iShares US Real Estate ETF position peaked at $88.6M in Q1 2015.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Beaumont Financial Advisors's 13F filing for Q2 2015, filed 30 Jul 2015.