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F-Squared Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

F-Squared Investment 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
Q1 		– Sell
-269,516
Closed -$20.7M – 28
2014
Q4 		$20.7M Buy
+269,516
New +$20.2M 0.49% 24

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

F-Squared Investment Management's IYR Position: Q1 2015 in Review

F-Squared Investment Management sold out of iShares US Real Estate ETF (IYR) in Q1 2015, closing a stake of 269,516 shares — an estimated $20.7M sold.

F-Squared Investment Management first reported a position in IYR in Q4 2014 and held it in 1 quarter. The position peaked at $20.7M in Q4 2014. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • F-Squared Investment Management reported no remaining iShares US Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • F-Squared Investment Management sold 269,516 iShares US Real Estate ETF shares in Q1 2015, an estimated $20.7M.
  • F-Squared Investment Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 1 quarter.
  • F-Squared Investment Management's iShares US Real Estate ETF position peaked at $20.7M in Q4 2014.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on F-Squared Investment Management's 13F filing for Q1 2015, filed 15 May 2015.