Cedar Capital’s iShares US Real Estate ETF IYR Stock Holding History

Cedar Capital’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	-3,668	Closed	-$296K	–	92
2016 Q3	$296K	Buy	+3,668	New	+$304K	0.11%	77

Other funds holding IYR

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cedar Capital's IYR Position: Q4 2016 in Review

Cedar Capital sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 3,668 shares — an estimated $296K sold.

Cedar Capital first reported a position in IYR in Q3 2016 and held it in 1 quarter. The position peaked at $296K in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

Cedar Capital reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Cedar Capital sold 3,668 iShares US Real Estate ETF shares in Q4 2016, an estimated $296K.
Cedar Capital first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 1 quarter.
Cedar Capital's iShares US Real Estate ETF position peaked at $296K in Q3 2016.
364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Cedar Capital's 13F filing for Q4 2016, filed 9 Feb 2017.