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Haberer Registered Investment Advisor’s iShares US Real Estate ETF IYR Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		$24K Sell
300
-1,500
-83% -$120K 0.01% 182
2014
Q4 		$138K Hold
1,800
– – 0.08% 98
2014
Q3 		$125K Hold
1,800
– – 0.06% 106
2014
Q2 		$129K Hold
1,800
– – 0.06% 107
2014
Q1 		$122K Hold
1,800
– – 0.06% 100
2013
Q4 		$114K Hold
1,800
– – 0.05% 107
2013
Q3 		$115K Sell
1,800
-700
-28% -$45.7K 0.04% 113
2013
Q2 		$166K Buy
+2,500
New +$177K 0.05% 115

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Haberer Registered Investment Advisor's IYR Position: Q1 2015 in Review

Haberer Registered Investment Advisor reduced its iShares US Real Estate ETF (IYR) stake by 83% in Q1 2015, selling an estimated $120K and leaving 300 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #182.

Haberer Registered Investment Advisor first reported a position in IYR in Q2 2013 and has held it in 8 quarters since. The position peaked at $166K in Q2 2013. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • Haberer Registered Investment Advisor held 300 shares of iShares US Real Estate ETF worth $24K as of Q1 2015.
  • Haberer Registered Investment Advisor sold 1,500 iShares US Real Estate ETF shares in Q1 2015, an estimated $120K.
  • iShares US Real Estate ETF made up 0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #182 holding.
  • Haberer Registered Investment Advisor first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's iShares US Real Estate ETF position peaked at $166K in Q2 2013.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.