Hutchens Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Hutchens Investment 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
2017 Q4	$648K	Buy	8,000 +1,500	+23%	+$122K	0.61%	47
2017 Q3	$519K	Sell	6,500 -1,100	-14%	-$88.3K	0.47%	54
2017 Q2	$606K	Hold	7,600	–	–	0.52%	54
2017 Q1	$596K	Buy	+7,600	New	+$593K	0.53%	55
2016 Q4	–	Sell	-9,050	Closed	-$729K	–	61
2016 Q3	$729K	Hold	9,050	–	–	0.69%	51
2016 Q2	$745K	Hold	9,050	–	–	0.72%	51
2016 Q1	$704K	Buy	+9,050	New	+$657K	0.71%	49
2015 Q4	–	Sell	-17,700	Closed	-$1.26M	–	66
2015 Q3	$1.26M	Sell	17,700 -100	-0.6%	-$7.29K	1.32%	40
2015 Q2	$1.27M	Sell	17,800 -1,375	-7%	-$104K	1.2%	43
2015 Q1	$1.52M	Sell	19,175 -3,600	-16%	-$288K	1.4%	39
2014 Q4	$1.75M	Buy	+22,775	New	+$1.7M	1.6%	30

Other funds holding IYR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Hutchens Investment Management's IYR Position: Q4 2017 in Review

Hutchens Investment Management increased its iShares US Real Estate ETF (IYR) stake by 23% in Q4 2017, buying an estimated $122K and bringing the position to 8,000 shares worth $648K. The position accounts for 0.61% of the portfolio, ranked #47.

Hutchens Investment Management first reported a position in IYR in Q4 2014 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2014. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

Hutchens Investment Management held 8,000 shares of iShares US Real Estate ETF worth $648K as of Q4 2017.
Hutchens Investment Management bought 1,500 iShares US Real Estate ETF shares in Q4 2017, an estimated $122K.
iShares US Real Estate ETF made up 0.61% of Hutchens Investment Management's portfolio in Q4 2017, its #47 holding.
Hutchens Investment Management first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 11 quarters since.
Hutchens Investment Management's iShares US Real Estate ETF position peaked at $1.75M in Q4 2014.
387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.