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

McNamara 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
2015
Q4 		– Sell
-17,700
Closed -$1.26M – 66
2015
Q3 		$1.26M Sell
17,700
-100
-0.6% -$7.29K 1.32% 40
2015
Q2 		$1.27M Sell
17,800
-1,375
-7% -$104K 1.2% 43
2015
Q1 		$1.52M Sell
19,175
-3,600
-16% -$288K 1.4% 39
2014
Q4 		$1.75M Buy
+22,775
New +$1.7M 1.6% 30

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

McNamara Financial Services's IYR Position: Q4 2015 in Review

McNamara Financial Services sold out of iShares US Real Estate ETF (IYR) in Q4 2015, closing a stake of 17,700 shares — an estimated $1.26M sold.

McNamara Financial Services first reported a position in IYR in Q4 2014 and held it in 4 quarters. The position peaked at $1.75M in Q4 2014. 324 funds tracked by Wall St. Rank hold IYR as of Q4 2015.

  • McNamara Financial Services reported no remaining iShares US Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • McNamara Financial Services sold 17,700 iShares US Real Estate ETF shares in Q4 2015, an estimated $1.26M.
  • McNamara Financial Services first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 4 quarters.
  • McNamara Financial Services's iShares US Real Estate ETF position peaked at $1.75M in Q4 2014.
  • 324 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2015.

Based on McNamara Financial Services's 13F filing for Q4 2015, filed 27 Jan 2016.