Ferguson Wellman Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Ferguson Wellman Capital 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
2016 Q1	–	Sell	-6,546	Closed	-$491K	–	328
2015 Q4	$491K	Sell	6,546 -495	-7%	-$37K	0.02%	239
2015 Q3	$500K	Buy	7,041 +30	+0.4%	+$2.19K	0.02%	230
2015 Q2	$500K	Buy	7,011 +280	+4%	+$21.2K	0.02%	239
2015 Q1	$534K	Sell	6,731 -285	-4%	-$22.8K	0.02%	239
2014 Q4	$539K	Sell	7,016 -50	-0.7%	-$3.74K	0.02%	239
2014 Q3	$489K	Buy	7,066 +20	+0.3%	+$1.45K	0.02%	226
2014 Q2	$506K	Buy	7,046 +110	+2%	+$7.75K	0.02%	232
2014 Q1	$469K	Sell	6,936 -585	-8%	-$38.8K	0.02%	227
2013 Q4	$474K	Sell	7,521 -45	-0.6%	-$2.9K	0.02%	219
2013 Q3	$483K	Buy	+7,566	New	+$494K	0.02%	214

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ferguson Wellman Capital Management's IYR Position: Q1 2016 in Review

Ferguson Wellman Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2016, closing a stake of 6,546 shares — an estimated $491K sold.

Ferguson Wellman Capital Management first reported a position in IYR in Q3 2013 and held it in 10 quarters. The position peaked at $539K in Q4 2014. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

Ferguson Wellman Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2016 after selling out during the quarter.
Ferguson Wellman Capital Management sold 6,546 iShares US Real Estate ETF shares in Q1 2016, an estimated $491K.
Ferguson Wellman Capital Management first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 10 quarters.
Ferguson Wellman Capital Management's iShares US Real Estate ETF position peaked at $539K in Q4 2014.
327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.