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Investors Trust’s iShares US Real Estate ETF IYR Stock Holding History

Investors Trust’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
Q4 		– Sell
-16,777
Closed -$1.16M – 54
2014
Q3 		$1.16M Sell
16,777
-15,562
-48% -$1.13M 2.15% 17
2014
Q2 		$2.32M Sell
32,339
-2,423
-7% -$171K 1.82% 21
2014
Q1 		$2.35M Hold
34,762
– – 1.97% 18
2013
Q4 		$2.29M Sell
34,762
-164,749
-83% -$10.6M 1.78% 19
2013
Q3 		$12.7M Buy
199,511
+6,007
+3% +$392K 2.21% 13
2013
Q2 		$12.9M Buy
+193,504
New +$13.7M 2.17% 14

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Investors Trust's IYR Position: Q4 2014 in Review

Investors Trust sold out of iShares US Real Estate ETF (IYR) in Q4 2014, closing a stake of 16,777 shares — an estimated $1.16M sold.

Investors Trust first reported a position in IYR in Q2 2013 and held it in 6 quarters. The position peaked at $12.9M in Q2 2013. 333 funds tracked by Wall St. Rank hold IYR as of Q4 2014.

  • Investors Trust reported no remaining iShares US Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • Investors Trust sold 16,777 iShares US Real Estate ETF shares in Q4 2014, an estimated $1.16M.
  • Investors Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 6 quarters.
  • Investors Trust's iShares US Real Estate ETF position peaked at $12.9M in Q2 2013.
  • 333 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2014.

Based on Investors Trust's 13F filing for Q4 2014, filed 17 Feb 2015.