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D'Orazio & Associates’s iShares US Real Estate ETF IYR Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-104
Closed -$8K – 281
2016
Q3 		$8K Hold
104
– – ﹤0.01% 210
2016
Q2 		$9K Buy
+104
New +$8.15K ﹤0.01% 214

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

D'Orazio & Associates's IYR Position: Q4 2016 in Review

D'Orazio & Associates sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 104 shares — an estimated $8K sold.

D'Orazio & Associates first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $9K in Q2 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • D'Orazio & Associates reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • D'Orazio & Associates sold 104 iShares US Real Estate ETF shares in Q4 2016, an estimated $8K.
  • D'Orazio & Associates first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • D'Orazio & Associates's iShares US Real Estate ETF position peaked at $9K in Q2 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on D'Orazio & Associates's 13F filing for Q4 2016, filed 15 Feb 2017.