CI Investments Inc
IYR icon

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

CI Investments Inc’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
2018
Q3 		– Sell
-5,400
Closed -$435K – 300
2018
Q2 		$435K Sell
5,400
-379,129
-99% -$29.2M ﹤0.01% 249
2018
Q1 		$29M Buy
384,529
+150,000
+64% +$11.4M 0.33% 78
2017
Q4 		$19M Sell
234,529
-507,071
-68% -$41.2M 0.19% 89
2017
Q3 		$59.2M Sell
741,600
-467,081
-39% -$37.5M 0.58% 59
2017
Q2 		$96.4M Sell
1,208,681
-117,940
-9% -$9.38M 1.04% 32
2017
Q1 		$104M Buy
1,326,621
+504,725
+61% +$39.4M 1.18% 28
2016
Q4 		$63.2M Buy
821,896
+250,290
+44% +$19M 0.69% 48
2016
Q3 		$46.1M Buy
571,606
+282,820
+98% +$23.4M 0.5% 66
2016
Q2 		$23.8M Buy
+288,786
New +$22.6M 0.27% 84

Other funds holding IYR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

CI Investments Inc's IYR Position: Q3 2018 in Review

CI Investments Inc sold out of iShares US Real Estate ETF (IYR) in Q3 2018, closing a stake of 5,400 shares — an estimated $435K sold.

CI Investments Inc first reported a position in IYR in Q2 2016 and held it in 9 quarters. The position peaked at $104M in Q1 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q3 2018.

  • CI Investments Inc reported no remaining iShares US Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • CI Investments Inc sold 5,400 iShares US Real Estate ETF shares in Q3 2018, an estimated $435K.
  • CI Investments Inc first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 9 quarters.
  • CI Investments Inc's iShares US Real Estate ETF position peaked at $104M in Q1 2017.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2018.

Based on CI Investments Inc's 13F filing for Q3 2018, filed 9 Nov 2018.