Carlyle Group’s iShares US Real Estate ETF IYR Stock Holding History

Carlyle Group’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	-18,970	Closed	-$1.5M	–	37
2015 Q1	$1.5M	Sell	18,970 -1,932	-9%	-$155K	0.01%	45
2014 Q4	$1.61M	Buy	+20,902	New	+$1.56M	0.01%	47

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carlyle Group's IYR Position: Q2 2015 in Review

Carlyle Group sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 18,970 shares — an estimated $1.5M sold.

Carlyle Group first reported a position in IYR in Q4 2014 and held it in 2 quarters. The position peaked at $1.61M in Q4 2014. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

Carlyle Group reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
Carlyle Group sold 18,970 iShares US Real Estate ETF shares in Q2 2015, an estimated $1.5M.
Carlyle Group first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 2 quarters.
Carlyle Group's iShares US Real Estate ETF position peaked at $1.61M in Q4 2014.
314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Carlyle Group's 13F filing for Q2 2015, filed 14 Aug 2015.