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

LVW 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
2016
Q2 		– Sell
-3,090
Closed -$241K – 142
2016
Q1 		$241K Hold
3,090
– – 0.08% 131
2015
Q4 		$232K Hold
3,090
– – 0.09% 129
2015
Q3 		$219K Sell
3,090
-570
-16% -$41.5K 0.1% 124
2015
Q2 		$261K Sell
3,660
-186
-5% -$14.1K 0.11% 118
2015
Q1 		$305K Sell
3,846
-240
-6% -$19.2K 0.15% 116
2014
Q4 		$314K Buy
+4,086
New +$306K 0.17% 116

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

LVW Advisors's IYR Position: Q2 2016 in Review

LVW Advisors sold out of iShares US Real Estate ETF (IYR) in Q2 2016, closing a stake of 3,090 shares — an estimated $241K sold.

LVW Advisors first reported a position in IYR in Q4 2014 and held it in 6 quarters. The position peaked at $314K in Q4 2014. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

  • LVW Advisors reported no remaining iShares US Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • LVW Advisors sold 3,090 iShares US Real Estate ETF shares in Q2 2016, an estimated $241K.
  • LVW Advisors first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 6 quarters.
  • LVW Advisors's iShares US Real Estate ETF position peaked at $314K in Q4 2014.
  • 348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on LVW Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.