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D. Scott Neal’s iShares US Real Estate ETF IYR Stock Holding History

D. Scott Neal’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
2018
Q1 		– Sell
-34,965
Closed -$2.83M – 173
2017
Q4 		$2.83M Sell
34,965
-17,706
-34% -$1.44M 1.7% 11
2017
Q3 		$4.21M Sell
52,671
-7,031
-12% -$565K 2.54% 10
2017
Q2 		$4.76M Sell
59,702
-2,115
-3% -$168K 3.24% 10
2017
Q1 		$4.85M Sell
61,817
-1,369
-2% -$107K 3.13% 10
2016
Q4 		$4.86M Sell
63,186
-5,813
-8% -$442K 3.46% 10
2016
Q3 		$5.56M Sell
68,999
-7,154
-9% -$592K 4.37% 9
2016
Q2 		$6.27M Buy
76,153
+7,635
+11% +$598K 5.56% 8
2016
Q1 		$5.33M Sell
68,518
-8,412
-11% -$610K 5% 8
2015
Q4 		$5.78M Sell
76,930
-2,380
-3% -$178K 4.58% 8
2015
Q3 		$5.63M Sell
79,310
-8,430
-10% -$614K 4.73% 8
2015
Q2 		$6.26M Sell
87,740
-425
-0.5% -$32.2K 4.3% 10
2015
Q1 		$6.99M Sell
88,165
-34,155
-28% -$2.73M 5.01% 9
2014
Q4 		$9.4M Sell
122,320
-2,605
-2% -$195K 6.61% 6
2014
Q3 		$8.64M Sell
124,925
-1,060
-0.8% -$76.8K 6.87% 6
2014
Q2 		$9.04M Sell
125,985
-14,810
-11% -$1.04M 7.14% 6
2014
Q1 		$9.53M Sell
140,795
-3,100
-2% -$206K 8.01% 3
2013
Q4 		$9.08M Buy
+143,895
New +$9.27M 8.13% 5

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D. Scott Neal's IYR Position: Q1 2018 in Review

D. Scott Neal sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 34,965 shares — an estimated $2.83M sold.

D. Scott Neal first reported a position in IYR in Q4 2013 and held it in 17 quarters. The position peaked at $9.53M in Q1 2014. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • D. Scott Neal reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • D. Scott Neal sold 34,965 iShares US Real Estate ETF shares in Q1 2018, an estimated $2.83M.
  • D. Scott Neal first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 17 quarters.
  • D. Scott Neal's iShares US Real Estate ETF position peaked at $9.53M in Q1 2014.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on D. Scott Neal's 13F filing for Q1 2018, filed 19 Apr 2018.