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KMS Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

KMS Financial Services’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
Q3 		$382K Buy
5,522
+370
+7% +$26.8K 0.05% 319
2014
Q2 		$370K Sell
5,152
-11,124
-68% -$783K 0.05% 337
2014
Q1 		$1.1M Sell
16,276
-4,905
-23% -$326K 0.17% 133
2013
Q4 		$1.34M Buy
21,181
+15,572
+278% +$1M 0.23% 108
2013
Q3 		$358K Buy
5,609
+1,587
+39% +$104K 0.09% 261
2013
Q2 		$267K Buy
+4,022
New +$284K 0.07% 287

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KMS Financial Services's IYR Position: Q3 2014 in Review

KMS Financial Services increased its iShares US Real Estate ETF (IYR) stake by 7.2% in Q3 2014, buying an estimated $26.8K and bringing the position to 5,522 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #319.

KMS Financial Services first reported a position in IYR in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2013. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • KMS Financial Services held 5,522 shares of iShares US Real Estate ETF worth $382K as of Q3 2014.
  • KMS Financial Services bought 370 iShares US Real Estate ETF shares in Q3 2014, an estimated $26.8K.
  • iShares US Real Estate ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #319 holding.
  • KMS Financial Services first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's iShares US Real Estate ETF position peaked at $1.34M in Q4 2013.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.