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Integrated Wealth Management (Palm Desert)’s iShares US Real Estate ETF IYR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-733
Closed -$59K – 644
2016
Q3 		$59K Buy
733
+638
+672% +$52.8K 0.02% 383
2016
Q2 		$8K Buy
+95
New +$7.45K ﹤0.01% 818

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Integrated Wealth Management (Palm Desert)'s IYR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 733 shares — an estimated $59K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IYR in Q2 2016 and held it in 2 quarters. The position peaked at $59K in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 733 iShares US Real Estate ETF shares in Q4 2016, an estimated $59K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares US Real Estate ETF position peaked at $59K in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.