CCB
IYR icon

Cutter & Co Brokerage’s iShares US Real Estate ETF IYR Stock Holding History

Cutter & Co Brokerage’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
Q3 		– Sell
-2,794
Closed -$230K – 261
2016
Q2 		$230K Buy
+2,794
New +$219K 0.1% 180
2015
Q1 		– Sell
-4,727
Closed -$363K – 247
2014
Q4 		$363K Buy
4,727
+1,313
+38% +$98.2K 0.14% 152
2014
Q3 		$236K Buy
3,414
+514
+18% +$37.2K 0.09% 187
2014
Q2 		$208K Buy
+2,900
New +$204K 0.08% 209

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutter & Co Brokerage's IYR Position: Q3 2016 in Review

Cutter & Co Brokerage sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 2,794 shares — an estimated $230K sold.

Cutter & Co Brokerage first reported a position in IYR in Q2 2014 and held it in 4 quarters. The position peaked at $363K in Q4 2014. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

  • Cutter & Co Brokerage reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,794 iShares US Real Estate ETF shares in Q3 2016, an estimated $230K.
  • Cutter & Co Brokerage first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 4 quarters.
  • Cutter & Co Brokerage's iShares US Real Estate ETF position peaked at $363K in Q4 2014.
  • 346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Cutter & Co Brokerage's 13F filing for Q3 2016, filed 31 Oct 2016.