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Cavalier Investments’s iShares US Real Estate ETF IYR Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-34,461
Closed -$3.22M – 140
2019
Q3 		$3.22M Buy
+34,461
New +$3.14M 1.39% 18
2016
Q3 		– Sell
-4,841
Closed -$399K – 150
2016
Q2 		$399K Buy
+4,841
New +$379K 0.23% 82

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Cavalier Investments's IYR Position: Q4 2019 in Review

Cavalier Investments sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 34,461 shares — an estimated $3.22M sold.

Cavalier Investments first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $3.22M in Q3 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

  • Cavalier Investments reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Cavalier Investments sold 34,461 iShares US Real Estate ETF shares in Q4 2019, an estimated $3.22M.
  • Cavalier Investments first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Cavalier Investments's iShares US Real Estate ETF position peaked at $3.22M in Q3 2019.
  • 498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.