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FBL Investment Management Services’s iShares US Real Estate ETF IYR Stock Holding History

FBL Investment Management Services’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
Q4 		– Sell
-20,599
Closed -$1.37M – 64
2013
Q3 		$1.37M Hold
20,599
– – 0.21% 58
2013
Q2 		$1.37M Buy
+20,599
New +$1.46M 0.48% 46

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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

FBL Investment Management Services's IYR Position: Q4 2013 in Review

FBL Investment Management Services sold out of iShares US Real Estate ETF (IYR) in Q4 2013, closing a stake of 20,599 shares — an estimated $1.37M sold.

FBL Investment Management Services first reported a position in IYR in Q2 2013 and held it in 2 quarters. The position peaked at $1.37M in Q3 2013. 265 funds tracked by Wall St. Rank hold IYR as of Q4 2013.

  • FBL Investment Management Services reported no remaining iShares US Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • FBL Investment Management Services sold 20,599 iShares US Real Estate ETF shares in Q4 2013, an estimated $1.37M.
  • FBL Investment Management Services first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • FBL Investment Management Services's iShares US Real Estate ETF position peaked at $1.37M in Q3 2013.
  • 265 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2013.

Based on FBL Investment Management Services's 13F filing for Q4 2013, filed 6 Feb 2014.