CA
IYR icon

Continental Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Continental Advisors’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
-11,500
Closed -$915K – 137
2017
Q1 		$903K Buy
+11,500
New +$898K 0.2% 97
2016
Q4 		– Sell
-3,500
Closed -$266K – 150
2016
Q3 		$282K Buy
+3,500
New +$290K 0.08% 133

Other funds holding IYR

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Continental Advisors's IYR Position: Q2 2017 in Review

Continental Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 11,500 shares — an estimated $915K sold.

Continental Advisors first reported a position in IYR in Q3 2016 and held it in 2 quarters. The position peaked at $903K in Q1 2017. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

  • Continental Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Continental Advisors sold 11,500 iShares US Real Estate ETF shares in Q2 2017, an estimated $915K.
  • Continental Advisors first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 2 quarters.
  • Continental Advisors's iShares US Real Estate ETF position peaked at $903K in Q1 2017.
  • 345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Continental Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.