First Allied Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

First Allied Asset 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 Q2	–	Sell	-3,478	Closed	-$279K	–	73
2015 Q1	$279K	Sell	3,478 -7,437	-68%	-$595K	0.04%	160
2014 Q4	$839K	Sell	10,915 -10,702	-50%	-$800K	0.12%	135
2014 Q3	$1.5M	Buy	21,617 +9,210	+74%	+$667K	0.2%	115
2014 Q2	$891K	Buy	+12,407	New	+$874K	0.13%	132

Other funds holding IYR

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

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

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

First Allied Asset Management's IYR Position: Q2 2015 in Review

First Allied Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 3,478 shares — an estimated $279K sold.

First Allied Asset Management first reported a position in IYR in Q2 2014 and held it in 4 quarters. The position peaked at $1.5M in Q3 2014. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

First Allied Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
First Allied Asset Management sold 3,478 iShares US Real Estate ETF shares in Q2 2015, an estimated $279K.
First Allied Asset Management first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 4 quarters.
First Allied Asset Management's iShares US Real Estate ETF position peaked at $1.5M in Q3 2014.
314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on First Allied Asset Management's 13F filing for Q2 2015.