Dorsey Wright & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Dorsey Wright & 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
2019 Q4	–	Sell	-36,281	Closed	-$3.39M	–	309
2019 Q3	$3.39M	Buy	36,281 +393	+1%	+$35.8K	0.85%	58
2019 Q2	$3.13M	Sell	35,888 -2,589	-7%	-$227K	0.76%	67
2019 Q1	$3.35M	Buy	+38,477	New	+$3.18M	0.81%	62
2016 Q4	–	Sell	-67,982	Closed	-$5.48M	–	148
2016 Q3	$5.48M	Buy	+67,982	New	+$5.63M	2.6%	13
2015 Q2	–	Sell	-110,616	Closed	-$8.77M	–	115
2015 Q1	$8.77M	Buy	+110,616	New	+$8.85M	4.02%	9

Other funds holding IYR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Dorsey Wright & Associates's IYR Position: Q4 2019 in Review

Dorsey Wright & Associates sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 36,281 shares — an estimated $3.39M sold.

Dorsey Wright & Associates first reported a position in IYR in Q1 2015 and held it in 5 quarters. The position peaked at $8.77M in Q1 2015. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Dorsey Wright & Associates reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Dorsey Wright & Associates sold 36,281 iShares US Real Estate ETF shares in Q4 2019, an estimated $3.39M.
Dorsey Wright & Associates first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 5 quarters.
Dorsey Wright & Associates's iShares US Real Estate ETF position peaked at $8.77M in Q1 2015.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Dorsey Wright & Associates's 13F filing for Q4 2019, filed 31 Jan 2020.