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Financial Partners Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Financial Partners 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
2013
Q4 		– Sell
-3,996
Closed -$255K – 112
2013
Q3 		$255K Buy
+3,996
New +$261K 0.1% 82

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

Financial Partners Capital Management's IYR Position: Q4 2013 in Review

Financial Partners Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2013, closing a stake of 3,996 shares — an estimated $255K sold.

Financial Partners Capital Management first reported a position in IYR in Q3 2013 and held it in 1 quarter. The position peaked at $255K in Q3 2013. 265 funds tracked by Wall St. Rank hold IYR as of Q4 2013.

  • Financial Partners Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Financial Partners Capital Management sold 3,996 iShares US Real Estate ETF shares in Q4 2013, an estimated $255K.
  • Financial Partners Capital Management first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • Financial Partners Capital Management's iShares US Real Estate ETF position peaked at $255K in Q3 2013.
  • 265 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2013.

Based on Financial Partners Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.