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

Edge Wealth 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
2013
Q3 		– Sell
-252
Closed -$17K – 349
2013
Q2 		$17K Buy
+252
New +$17.8K 0.01% 195

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Edge Wealth Management's IYR Position: Q3 2013 in Review

Edge Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q3 2013, closing a stake of 252 shares — an estimated $17K sold.

Edge Wealth Management first reported a position in IYR in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 267 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

  • Edge Wealth Management reported no remaining iShares US Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 252 iShares US Real Estate ETF shares in Q3 2013, an estimated $17K.
  • Edge Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's iShares US Real Estate ETF position peaked at $17K in Q2 2013.
  • 267 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.