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Edge Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Edge Asset Management’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
2015
Q4 		– Sell
-2,000
Closed -$142K – 284
2015
Q3 		$142K Sell
2,000
-8,746
-81% -$637K ﹤0.01% 277
2015
Q2 		$766K Buy
10,746
+6,900
+179% +$523K 0.01% 259
2015
Q1 		$305K Buy
+3,846
New +$308K ﹤0.01% 288

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Edge Asset Management's IYR Position: Q4 2015 in Review

Edge Asset Management sold out of iShares US Real Estate ETF (IYR) in Q4 2015, closing a stake of 2,000 shares — an estimated $142K sold.

Edge Asset Management first reported a position in IYR in Q1 2015 and held it in 3 quarters. The position peaked at $766K in Q2 2015. 324 funds tracked by Wall St. Rank hold IYR as of Q4 2015.

  • Edge Asset Management reported no remaining iShares US Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Edge Asset Management sold 2,000 iShares US Real Estate ETF shares in Q4 2015, an estimated $142K.
  • Edge Asset Management first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 3 quarters.
  • Edge Asset Management's iShares US Real Estate ETF position peaked at $766K in Q2 2015.
  • 324 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2015.

Based on Edge Asset Management's 13F filing for Q4 2015, filed 9 Feb 2016.