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Gupta Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Gupta Wealth 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 		$8K Sell
105
-250
-70% -$18.1K ﹤0.01% 900
2015
Q4 		$27K Buy
355
+250
+238% +$18.7K 0.01% 590
2015
Q3 		$7K Buy
105
+47
+81% +$3.42K ﹤0.01% 989
2015
Q2 		$4K Buy
+58
New +$4.4K ﹤0.01% 1042

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $90.6M AUM 18.77% 1-Year Est. Return

Gupta Wealth Management's IYR Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares US Real Estate ETF (IYR) stake by 70% in Q1 2016, selling an estimated $18.1K and leaving 105 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Gupta Wealth Management first reported a position in IYR in Q2 2015 and has held it in 4 quarters since. The position peaked at $27K in Q4 2015. 327 funds tracked by Wall St. Rank hold IYR as of Q1 2016.

  • Gupta Wealth Management held 105 shares of iShares US Real Estate ETF worth $8K as of Q1 2016.
  • Gupta Wealth Management sold 250 iShares US Real Estate ETF shares in Q1 2016, an estimated $18.1K.
  • iShares US Real Estate ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #900 holding.
  • Gupta Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's iShares US Real Estate ETF position peaked at $27K in Q4 2015.
  • 327 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.