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

Curian Capital’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	-7,111	Closed	-$534K	–	202
2015 Q4	$534K	Sell	7,111 -13,301	-65%	-$993K	0.04%	273
2015 Q3	$1.45M	Sell	20,412 -7,411	-27%	-$540K	0.04%	307
2015 Q2	$1.98M	Sell	27,823 -5,730	-17%	-$435K	0.03%	332
2015 Q1	$2.66M	Sell	33,553 -7,817	-19%	-$625K	0.04%	279
2014 Q4	$3.18M	Sell	41,370 -2,504	-6%	-$187K	0.05%	257
2014 Q3	$3.04M	Sell	43,874 -2,435	-5%	-$176K	0.05%	258
2014 Q2	$3.33M	Sell	46,309 -3,067	-6%	-$216K	0.06%	248
2014 Q1	$3.34M	Sell	49,376 -6,278	-11%	-$417K	0.06%	259
2013 Q4	$3.51M	Sell	55,654 -7,225	-11%	-$465K	0.06%	226
2013 Q3	$4.01M	Sell	62,879 -5,660	-8%	-$370K	0.07%	217
2013 Q2	$4.55M	Buy	+68,539	New	+$4.84M	0.08%	203

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Curian Capital's IYR Position: Q1 2016 in Review

Curian Capital sold out of iShares US Real Estate ETF (IYR) in Q1 2016, closing a stake of 7,111 shares — an estimated $534K sold.

Curian Capital first reported a position in IYR in Q2 2013 and held it in 11 quarters. The position peaked at $4.55M in Q2 2013. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

Curian Capital reported no remaining iShares US Real Estate ETF position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 7,111 iShares US Real Estate ETF shares in Q1 2016, an estimated $534K.
Curian Capital first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 11 quarters.
Curian Capital's iShares US Real Estate ETF position peaked at $4.55M in Q2 2013.
327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.