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

Massachusetts 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
2016
Q4 		– Sell
-1,751,900
Closed -$133M – 879
2016
Q3 		$141M Buy
1,751,900
+520,000
+42% +$43.1M 0.07% 219
2016
Q2 		$101M Buy
+1,231,900
New +$96.6M 0.05% 242
2013
Q3 		– Sell
-1,320,000
Closed -$86.2M – 839
2013
Q2 		$87.7M Buy
+1,320,000
New +$93.3M 0.06% 246

Other funds holding IYR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services's IYR Position: Q4 2016 in Review

Massachusetts Financial Services sold out of iShares US Real Estate ETF (IYR) in Q4 2016, closing a stake of 1,751,900 shares — an estimated $133M sold.

Massachusetts Financial Services first reported a position in IYR in Q2 2013 and held it in 3 quarters. The position peaked at $141M in Q3 2016. 364 funds tracked by Wall St. Rank hold IYR as of Q4 2016.

  • Massachusetts Financial Services reported no remaining iShares US Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,751,900 iShares US Real Estate ETF shares in Q4 2016, an estimated $133M.
  • Massachusetts Financial Services first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 3 quarters.
  • Massachusetts Financial Services's iShares US Real Estate ETF position peaked at $141M in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2016.

Based on Massachusetts Financial Services's 13F filing for Q4 2016, filed 13 Feb 2017.