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

Concert Wealth Management’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
2017
Q2 		– Sell
-2,963
Closed -$228K – 298
2017
Q1 		$228K Sell
2,963
-57
-2% -$4.45K 0.05% 423
2016
Q4 		$231K Sell
3,020
-28,399
-90% -$2.16M 0.05% 424
2016
Q3 		$2.53M Buy
31,419
+2,810
+10% +$233K 0.31% 69
2016
Q2 		$2.35M Buy
28,609
+23,821
+498% +$1.87M 0.32% 67
2016
Q1 		$372K Sell
4,788
-4,628
-49% -$336K 0.05% 412
2015
Q4 		$707K Sell
9,416
-1,011
-10% -$75.5K 0.09% 271
2015
Q3 		$742K Sell
10,427
-1,053
-9% -$76.7K 0.1% 260
2015
Q2 		$821K Sell
11,480
-3,390
-23% -$257K 0.11% 246
2015
Q1 		$688K Buy
14,870
+5,674
+62% +$454K 0.2% 147
2014
Q4 		$703K Buy
9,196
+4,510
+96% +$337K 0.11% 253
2014
Q3 		$324K Sell
4,686
-312
-6% -$22.6K 0.04% 369
2014
Q2 		$346K Buy
4,998
+1,843
+58% +$130K 0.04% 382
2014
Q1 		$211K Sell
3,155
-239
-7% -$15.9K 0.03% 494
2013
Q4 		$212K Sell
3,394
-758
-18% -$48.8K 0.03% 479
2013
Q3 		$266K Sell
4,152
-3,121
-43% -$204K 0.04% 395
2013
Q2 		$482K Buy
+7,273
New +$514K 0.07% 233

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Concert Wealth Management's IYR Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 2,963 shares — an estimated $228K sold.

Concert Wealth Management first reported a position in IYR in Q2 2013 and held it in 16 quarters. The position peaked at $2.53M in Q3 2016. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,963 iShares US Real Estate ETF shares in Q2 2017, an estimated $228K.
  • Concert Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares US Real Estate ETF position peaked at $2.53M in Q3 2016.
  • 345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.