Cobiz Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-258	Closed	-$17K	–	243
2013 Q2	$17K	Buy	+258	New	+$18.2K	﹤0.01%	240

Other funds holding IYR

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

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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Cobiz Wealth's IYR Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares US Real Estate ETF (IYR) in Q3 2013, closing a stake of 258 shares — an estimated $17K sold.

Cobiz Wealth first reported a position in IYR in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 267 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

Cobiz Wealth reported no remaining iShares US Real Estate ETF position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 258 iShares US Real Estate ETF shares in Q3 2013, an estimated $17K.
Cobiz Wealth first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's iShares US Real Estate ETF position peaked at $17K in Q2 2013.
267 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.