CS
IYR icon

Candriam SCA’s iShares US Real Estate ETF IYR Stock Holding History

Candriam SCA’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
2019
Q3 		– Sell
-82,781
Closed -$7.2M – 776
2019
Q2 		$7.2M Sell
82,781
-356
-0.4% -$31.2K 0.09% 253
2019
Q1 		$7.24M Sell
83,137
-1,300
-2% -$108K 0.09% 247
2018
Q4 		$6.33M Sell
84,437
-2,559
-3% -$201K 0.1% 240
2018
Q3 		$6.96M Buy
86,996
+302
+0.3% +$24.6K 0.09% 254
2018
Q2 		$6.99M Sell
86,694
-9,239
-10% -$712K 0.11% 231
2018
Q1 		$7.24M Buy
95,933
+8,733
+10% +$663K 0.12% 211
2017
Q4 		$7.06M Buy
87,200
+1,400
+2% +$114K 0.12% 207
2017
Q3 		$6.85M Buy
85,800
+7,700
+10% +$618K 0.12% 214
2017
Q2 		$6.23M Buy
78,100
+7,200
+10% +$573K 0.12% 207
2017
Q1 		$5.57M Buy
70,900
+1,400
+2% +$109K 0.11% 230
2016
Q4 		$5.35M Buy
69,500
+3,600
+5% +$274K 0.12% 199
2016
Q3 		$5.31M Buy
65,900
+2,500
+4% +$207K 0.13% 183
2016
Q2 		$5.22M Sell
63,400
-9,500
-13% -$745K 0.14% 175
2016
Q1 		$5.64M Hold
72,900
– – 0.14% 173
2015
Q4 		$5.48M Hold
72,900
– – 0.15% 159
2015
Q3 		$5.17M Sell
72,900
-429,175
-85% -$31.3M 0.13% 199
2015
Q2 		$35.8M Buy
502,075
+431,494
+611% +$32.7M 0.75% 23
2015
Q1 		$5.6M Sell
70,581
-109,307
-61% -$8.74M 0.11% 236
2014
Q4 		$13.8M Buy
+179,888
New +$13.5M 0.29% 108

Other funds holding IYR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Candriam SCA's IYR Position: Q3 2019 in Review

Candriam SCA sold out of iShares US Real Estate ETF (IYR) in Q3 2019, closing a stake of 82,781 shares — an estimated $7.2M sold.

Candriam SCA first reported a position in IYR in Q4 2014 and held it in 19 quarters. The position peaked at $35.8M in Q2 2015. 446 funds tracked by Wall St. Rank hold IYR as of Q3 2019.

  • Candriam SCA reported no remaining iShares US Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Candriam SCA sold 82,781 iShares US Real Estate ETF shares in Q3 2019, an estimated $7.2M.
  • Candriam SCA first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 19 quarters.
  • Candriam SCA's iShares US Real Estate ETF position peaked at $35.8M in Q2 2015.
  • 446 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2019.

Based on Candriam SCA's 13F filing for Q3 2019, filed 21 Oct 2019.