CEMP
IYR icon

Compass Efficient Model Portfolios’s iShares US Real Estate ETF IYR Stock Holding History

Compass Efficient Model Portfolios’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
-76,834
Closed -$5.1M – 105
2013
Q2 		$5.1M Buy
+76,834
New +$5.43M 3.24% 11

Other funds holding IYR

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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Compass Efficient Model Portfolios's IYR Position: Q3 2013 in Review

Compass Efficient Model Portfolios sold out of iShares US Real Estate ETF (IYR) in Q3 2013, closing a stake of 76,834 shares — an estimated $5.1M sold.

Compass Efficient Model Portfolios first reported a position in IYR in Q2 2013 and held it in 1 quarter. The position peaked at $5.1M in Q2 2013. 267 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

  • Compass Efficient Model Portfolios reported no remaining iShares US Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Compass Efficient Model Portfolios sold 76,834 iShares US Real Estate ETF shares in Q3 2013, an estimated $5.1M.
  • Compass Efficient Model Portfolios first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Compass Efficient Model Portfolios's iShares US Real Estate ETF position peaked at $5.1M in Q2 2013.
  • 267 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q3 2013, filed 19 Nov 2013.