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Levin Capital Strategies’s iShares US Real Estate ETF IYR Stock Holding History

Levin Capital Strategies’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
2015
Q3 		– Sell
-20,000
Closed -$1.43M – 384
2015
Q2 		$1.43M Buy
+20,000
New +$1.52M 0.02% 186
2014
Q3 		– Sell
-102,085
Closed -$7.33M – 346
2014
Q2 		$7.33M Sell
102,085
-37,225
-27% -$2.62M 0.11% 118
2014
Q1 		$9.43M Buy
139,310
+106,810
+329% +$7.09M 0.16% 92
2013
Q4 		$2.05M Buy
+32,500
New +$2.09M 0.03% 176

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Levin Capital Strategies's IYR Position: Q3 2015 in Review

Levin Capital Strategies sold out of iShares US Real Estate ETF (IYR) in Q3 2015, closing a stake of 20,000 shares — an estimated $1.43M sold.

Levin Capital Strategies first reported a position in IYR in Q4 2013 and held it in 4 quarters. The position peaked at $9.43M in Q1 2014. 305 funds tracked by Wall St. Rank hold IYR as of Q3 2015.

  • Levin Capital Strategies reported no remaining iShares US Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Levin Capital Strategies sold 20,000 iShares US Real Estate ETF shares in Q3 2015, an estimated $1.43M.
  • Levin Capital Strategies first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 4 quarters.
  • Levin Capital Strategies's iShares US Real Estate ETF position peaked at $9.43M in Q1 2014.
  • 305 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2015.

Based on Levin Capital Strategies's 13F filing for Q3 2015, filed 13 Nov 2015.