K2 Principal Fund’s iShares US Real Estate ETF IYR Stock Holding History

K2 Principal Fund’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
2018 Q1	–	Sell	-12,000	Closed	-$972K	–	342
2017 Q4	$972K	Buy	+12,000	New	+$974K	0.07%	195

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

K2 Principal Fund's IYR Position: Q1 2018 in Review

K2 Principal Fund sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 12,000 shares — an estimated $972K sold.

K2 Principal Fund first reported a position in IYR in Q4 2017 and held it in 1 quarter. The position peaked at $972K in Q4 2017. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

K2 Principal Fund reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
K2 Principal Fund sold 12,000 iShares US Real Estate ETF shares in Q1 2018, an estimated $972K.
K2 Principal Fund first reported a position in iShares US Real Estate ETF in Q4 2017 and held it in 1 quarter.
K2 Principal Fund's iShares US Real Estate ETF position peaked at $972K in Q4 2017.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on K2 Principal Fund's 13F filing for Q1 2018, filed 14 May 2018.