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Leonetti & Associates’s iShares US Real Estate ETF IYR Stock Holding History

Leonetti & Associates’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
-173,775
Closed -$14M – 40
2016
Q3 		$14M Buy
173,775
+3,900
+2% +$323K 3.96% 6
2016
Q2 		$14M Buy
+169,875
New +$13.3M 4.01% 6
2015
Q2 		– Sell
-168,897
Closed -$13.4M – 42
2015
Q1 		$13.4M Buy
168,897
+1,999
+1% +$160K 3.99% 7
2014
Q4 		$12.8M Buy
166,898
+1,937
+1% +$145K 4% 7
2014
Q3 		$11.4M Buy
164,961
+1,300
+0.8% +$94.2K 3.66% 8
2014
Q2 		$11.7M Buy
+163,661
New +$11.5M 4.03% 9
2013
Q3 		– Sell
-239,261
Closed -$15.9M – 41
2013
Q2 		$15.9M Buy
+239,261
New +$16.9M 6.08% 4

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAAOA
Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Leonetti & Associates's IYR Position: Q4 2016 in Review

Leonetti & Associates sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 173,775 shares — an estimated $14M sold.

Leonetti & Associates first reported a position in IYR in Q2 2013 and held it in 7 quarters. The position peaked at $15.9M in Q2 2013. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Leonetti & Associates reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Leonetti & Associates sold 173,775 iShares US Real Estate ETF shares in Q4 2016, an estimated $14M.
  • Leonetti & Associates first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 7 quarters.
  • Leonetti & Associates's iShares US Real Estate ETF position peaked at $15.9M in Q2 2013.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Leonetti & Associates's 13F filing for Q4 2016, filed 15 Feb 2017.