EAMA
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EFG Asset Management (Americas)’s iShares US Real Estate ETF IYR Stock Holding History

EFG Asset Management (Americas)’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
Q4 		– Sell
-430
Closed -$35K – 120
2016
Q3 		$35K Buy
+430
New +$35.6K 0.01% 112
2015
Q1 		– Sell
-1,008
Closed -$77K – 189
2014
Q4 		$77K Buy
+1,008
New +$75.4K 0.05% 135

Other funds holding IYR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

EFG Asset Management (Americas)'s IYR Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 430 shares — an estimated $35K sold.

EFG Asset Management (Americas) first reported a position in IYR in Q4 2014 and held it in 2 quarters. The position peaked at $77K in Q4 2014. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • EFG Asset Management (Americas) reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 430 iShares US Real Estate ETF shares in Q4 2016, an estimated $35K.
  • EFG Asset Management (Americas) first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s iShares US Real Estate ETF position peaked at $77K in Q4 2014.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.