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

Crosspoint Capital Strategies’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
Q1 		– Sell
-16,360
Closed -$1.26M – 484
2015
Q4 		$1.26M Buy
+16,360
New +$1.22M 0.33% 88
2015
Q3 		– Sell
-120
Closed -$9K – 832
2015
Q2 		$9K Hold
120
– – ﹤0.01% 544
2015
Q1 		$10K Buy
+120
New +$9.6K ﹤0.01% 391
2014
Q2 		– Sell
-371
Closed -$25K – 572
2014
Q1 		$25K Buy
371
+341
+1,137% +$22.6K 0.01% 339
2013
Q4 		$2K Buy
+30
New +$1.93K ﹤0.01% 547

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Crosspoint Capital Strategies's IYR Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Real Estate ETF (IYR) in Q1 2016, closing a stake of 16,360 shares — an estimated $1.26M sold.

Crosspoint Capital Strategies first reported a position in IYR in Q4 2013 and held it in 5 quarters. The position peaked at $1.26M in Q4 2015. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 16,360 iShares US Real Estate ETF shares in Q1 2016, an estimated $1.26M.
  • Crosspoint Capital Strategies first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 5 quarters.
  • Crosspoint Capital Strategies's iShares US Real Estate ETF position peaked at $1.26M in Q4 2015.
  • 327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.