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Grey Owl Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Grey Owl 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
2014
Q3 		$1.42M Sell
20,530
-1,315
-6% -$95.3K 1.79% 19
2014
Q2 		$1.57M Buy
+21,845
New +$1.54M 1.73% 22

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Grey Owl Capital Management's IYR Position: Q3 2014 in Review

Grey Owl Capital Management reduced its iShares US Real Estate ETF (IYR) stake by 6% in Q3 2014, selling an estimated $95.3K and leaving 20,530 shares worth $1.42M. The position accounts for 1.79% of the portfolio, ranked #19.

Grey Owl Capital Management first reported a position in IYR in Q2 2014 and has held it in 2 quarters since. The position peaked at $1.57M in Q2 2014. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • Grey Owl Capital Management held 20,530 shares of iShares US Real Estate ETF worth $1.42M as of Q3 2014.
  • Grey Owl Capital Management sold 1,315 iShares US Real Estate ETF shares in Q3 2014, an estimated $95.3K.
  • iShares US Real Estate ETF made up 1.79% of Grey Owl Capital Management's portfolio in Q3 2014, its #19 holding.
  • Grey Owl Capital Management first reported a position in iShares US Real Estate ETF in Q2 2014 and has held it in 2 quarters since.
  • Grey Owl Capital Management's iShares US Real Estate ETF position peaked at $1.57M in Q2 2014.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on Grey Owl Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.