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Edmond de Rothschild (Europe)’s iShares US Real Estate ETF IYR Stock Holding History

Edmond de Rothschild (Europe)’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
Q3 		$18K Hold
222
– – 0.01% 211
2016
Q2 		$18K Hold
222
– – 0.01% 202
2016
Q1 		$17K Hold
222
– – 0.01% 207
2015
Q4 		$17K Hold
222
– – 0.01% 219
2015
Q3 		$16K Hold
222
– – 0.01% 221
2015
Q2 		$16K Buy
+222
New +$16.8K 0.01% 242

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edmond de Rothschild (Europe)'s IYR Position: Q3 2016 in Review

Edmond de Rothschild (Europe) held its iShares US Real Estate ETF (IYR) position steady in Q3 2016 at 222 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #211.

Edmond de Rothschild (Europe) first reported a position in IYR in Q2 2015 and has held it in 6 quarters since. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

  • Edmond de Rothschild (Europe) held 222 shares of iShares US Real Estate ETF worth $18K as of Q3 2016.
  • Edmond de Rothschild (Europe) left its iShares US Real Estate ETF share count unchanged in Q3 2016.
  • iShares US Real Estate ETF made up 0.01% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #211 holding.
  • Edmond de Rothschild (Europe) first reported a position in iShares US Real Estate ETF in Q2 2015 and has held it in 6 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.