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

Coastland 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
-175,000
Closed -$13.3M – 118
2016
Q3 		$14.1M Buy
+175,000
New +$14.5M 0.55% 51

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coastland Capital's IYR Position: Q4 2016 in Review

Coastland Capital sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 175,000 shares — an estimated $13.3M sold.

Coastland Capital first reported a position in IYR in Q3 2016 and held it in 1 quarter. The position peaked at $14.1M in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Coastland Capital reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Coastland Capital sold 175,000 iShares US Real Estate ETF shares in Q4 2016, an estimated $13.3M.
  • Coastland Capital first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Coastland Capital's iShares US Real Estate ETF position peaked at $14.1M in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Coastland Capital's 13F filing for Q4 2016, filed 14 Feb 2017.