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Gary Goldberg Planning Services’s iShares US Real Estate ETF IYR Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-15
Closed -$1K – 431
2014
Q1 		$1K Buy
+15
New +$995 ﹤0.01% 375

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gary Goldberg Planning Services's IYR Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of iShares US Real Estate ETF (IYR) in Q2 2014, closing a stake of 15 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in IYR in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 299 funds tracked by Wall St. Rank hold IYR as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining iShares US Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 15 iShares US Real Estate ETF shares in Q2 2014, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's iShares US Real Estate ETF position peaked at $1K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.