DSC
IYR icon

Duncker Streett & Co’s iShares US Real Estate ETF IYR Stock Holding History

Duncker Streett & Co’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
2017
Q3 		– Sell
-365
Closed -$29K – 609
2017
Q2 		$29K Hold
365
– – 0.01% 437
2017
Q1 		$29K Buy
365
+1
+0.3% +$78 0.01% 449
2016
Q4 		$28K Buy
364
+2
+0.6% +$152 0.01% 444
2016
Q3 		$29K Hold
362
– – 0.01% 419
2016
Q2 		$30K Buy
362
+1
+0.3% +$78 0.01% 412
2016
Q1 		$28K Buy
361
+2
+0.6% +$145 0.01% 417
2015
Q4 		$27K Buy
359
+271
+308% +$20.2K 0.01% 419
2015
Q3 		$6K Buy
88
+1
+1% +$73 ﹤0.01% 552
2015
Q2 		$6K Buy
87
+1
+1% +$76 ﹤0.01% 562
2015
Q1 		$7K Buy
86
+1
+1% +$80 ﹤0.01% 551
2014
Q4 		$7K Sell
85
-420
-83% -$31.4K ﹤0.01% 545
2014
Q3 		$35K Buy
505
+1
+0.2% +$72 0.01% 412
2014
Q2 		$36K Buy
504
+1
+0.2% +$70 0.01% 420
2014
Q1 		$34K Hold
503
– – 0.01% 407
2013
Q4 		$32K Buy
503
+422
+521% +$27.2K 0.01% 402
2013
Q3 		$5K Hold
81
– – ﹤0.01% 511
2013
Q2 		$5K Buy
+81
New +$5.72K ﹤0.01% 511

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Duncker Streett & Co's IYR Position: Q3 2017 in Review

Duncker Streett & Co sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 365 shares — an estimated $29K sold.

Duncker Streett & Co first reported a position in IYR in Q2 2013 and held it in 17 quarters. The position peaked at $36K in Q2 2014. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

  • Duncker Streett & Co reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Duncker Streett & Co sold 365 iShares US Real Estate ETF shares in Q3 2017, an estimated $29K.
  • Duncker Streett & Co first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 17 quarters.
  • Duncker Streett & Co's iShares US Real Estate ETF position peaked at $36K in Q2 2014.
  • 356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on Duncker Streett & Co's 13F filing for Q3 2017, filed 25 Oct 2017.