KPA
IYR icon

Keel Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Keel Point Advisors’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 		$92K Buy
+1,195
New +$89.4K 0.07% 65

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

Keel Point Advisors's IYR Position: Q4 2014 in Review

Keel Point Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q4 2014: 1,195 shares worth $92K. The stake represents 0.07% of the portfolio and ranks #65 among its holdings.

333 funds tracked by Wall St. Rank hold IYR as of Q4 2014.

  • Keel Point Advisors held 1,195 shares of iShares US Real Estate ETF worth $92K as of Q4 2014.
  • iShares US Real Estate ETF was a new Keel Point Advisors position in Q4 2014.
  • iShares US Real Estate ETF made up 0.07% of Keel Point Advisors's portfolio in Q4 2014, its #65 holding.
  • 333 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.