Narwhal Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Narwhal Capital Management’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
2017 Q2	–	Sell	-3,570	Closed	-$280K	–	146
2017 Q1	$280K	Sell	3,570 -1,750	-33%	-$137K	0.08%	139
2016 Q4	$409K	Buy	5,320 +220	+4%	+$16.7K	0.12%	116
2016 Q3	$411K	Hold	5,100	–	–	0.13%	109
2016 Q2	$420K	Hold	5,100	–	–	0.13%	110
2016 Q1	$397K	Buy	5,100 +100	+2%	+$7.26K	0.13%	114
2015 Q4	$375K	Hold	5,000	–	–	0.13%	114
2015 Q3	$355K	Buy	5,000 +1,000	+25%	+$72.9K	0.13%	117
2015 Q2	$285K	Hold	4,000	–	–	0.1%	121
2015 Q1	$317K	Hold	4,000	–	–	0.12%	119
2014 Q4	$307K	Hold	4,000	–	–	0.12%	119
2014 Q3	$277K	Hold	4,000	–	–	0.11%	128
2014 Q2	$287K	Hold	4,000	–	–	0.11%	132
2014 Q1	$271K	Hold	4,000	–	–	0.11%	128
2013 Q4	$252K	Hold	4,000	–	–	0.1%	129
2013 Q3	$255K	Buy	4,000 +800	+25%	+$52.3K	0.12%	125
2013 Q2	$213K	Buy	+3,200	New	+$226K	0.1%	129

Other funds holding IYR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

Narwhal Capital Management's IYR Position: Q2 2017 in Review

Narwhal Capital Management sold out of iShares US Real Estate ETF (IYR) in Q2 2017, closing a stake of 3,570 shares — an estimated $280K sold.

Narwhal Capital Management first reported a position in IYR in Q2 2013 and held it in 16 quarters. The position peaked at $420K in Q2 2016. 345 funds tracked by Wall St. Rank hold IYR as of Q2 2017.

Narwhal Capital Management reported no remaining iShares US Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Narwhal Capital Management sold 3,570 iShares US Real Estate ETF shares in Q2 2017, an estimated $280K.
Narwhal Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 16 quarters.
Narwhal Capital Management's iShares US Real Estate ETF position peaked at $420K in Q2 2016.
345 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2017.

Based on Narwhal Capital Management's 13F filing for Q2 2017, filed 12 Jul 2017.