Loomis, Sayles & Company
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Loomis, Sayles & Company’s iShares US Real Estate ETF IYR Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-12,350
Closed -$961K – 1066
2016
Q1 		$961K Buy
+12,350
New +$896K ﹤0.01% 580

Other funds holding IYR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Loomis, Sayles & Company's IYR Position: Q2 2016 in Review

Loomis, Sayles & Company sold out of iShares US Real Estate ETF (IYR) in Q2 2016, closing a stake of 12,350 shares — an estimated $961K sold.

Loomis, Sayles & Company first reported a position in IYR in Q1 2016 and held it in 1 quarter. The position peaked at $961K in Q1 2016. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

  • Loomis, Sayles & Company reported no remaining iShares US Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 12,350 iShares US Real Estate ETF shares in Q2 2016, an estimated $961K.
  • Loomis, Sayles & Company first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares US Real Estate ETF position peaked at $961K in Q1 2016.
  • 348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on Loomis, Sayles & Company's 13F filing for Q2 2016, filed 12 Aug 2016.