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New England Securities’s iShares US Real Estate ETF IYR Stock Holding History

New England Securities’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
2014
Q4 		$308K Buy
4,012
+941
+31% +$70.4K 0.11% 203
2014
Q3 		$212K Sell
3,071
-814
-21% -$59K 0.07% 273
2014
Q2 		$279K Buy
3,885
+1,391
+56% +$98K 0.1% 238
2014
Q1 		$169K Buy
2,494
+1,137
+84% +$75.5K 0.06% 289
2013
Q4 		$86K Sell
1,357
-395
-23% -$25.4K 0.04% 427
2013
Q3 		$112K Sell
1,752
-113
-6% -$7.38K 0.06% 327
2013
Q2 		$124K Buy
+1,865
New +$132K 0.08% 247

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

New England Securities's IYR Position: Q4 2014 in Review

New England Securities increased its iShares US Real Estate ETF (IYR) stake by 31% in Q4 2014, buying an estimated $70.4K and bringing the position to 4,012 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #203.

New England Securities first reported a position in IYR in Q2 2013 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold IYR as of Q4 2014.

  • New England Securities held 4,012 shares of iShares US Real Estate ETF worth $308K as of Q4 2014.
  • New England Securities bought 941 iShares US Real Estate ETF shares in Q4 2014, an estimated $70.4K.
  • iShares US Real Estate ETF made up 0.11% of New England Securities's portfolio in Q4 2014, its #203 holding.
  • New England Securities first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.