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Bridgewater Wealth & Financial Management’s iShares US Real Estate ETF IYR Stock Holding History

Bridgewater Wealth & Financial 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
2016
Q4 		– Sell
-2,607
Closed -$210K – 114
2016
Q3 		$210K Buy
2,607
+3
+0.1% +$248 0.08% 109
2016
Q2 		$215K Buy
+2,604
New +$204K 0.08% 110

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Bridgewater Wealth & Financial Management's IYR Position: Q4 2016 in Review

Bridgewater Wealth & Financial Management sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 2,607 shares — an estimated $210K sold.

Bridgewater Wealth & Financial Management first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $215K in Q2 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Bridgewater Wealth & Financial Management reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,607 iShares US Real Estate ETF shares in Q4 2016, an estimated $210K.
  • Bridgewater Wealth & Financial Management first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Bridgewater Wealth & Financial Management's iShares US Real Estate ETF position peaked at $215K in Q2 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2016, filed 10 Feb 2017.