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Palladium Partners’s iShares US Real Estate ETF IYR Stock Holding History

Palladium Partners’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
Q2 		– Sell
-1,950
Closed -$132K – 357
2014
Q1 		$132K Buy
+1,950
New +$129K 0.01% 276
2013
Q4 		– Sell
-2,050
Closed -$131K – 357
2013
Q3 		$131K Hold
2,050
– – 0.01% 277
2013
Q2 		$136K Buy
+2,050
New +$145K 0.01% 264

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Palladium Partners's IYR Position: Q2 2014 in Review

Palladium Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2014, closing a stake of 1,950 shares — an estimated $132K sold.

Palladium Partners first reported a position in IYR in Q2 2013 and held it in 3 quarters. The position peaked at $136K in Q2 2013. 299 funds tracked by Wall St. Rank hold IYR as of Q2 2014.

  • Palladium Partners reported no remaining iShares US Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 1,950 iShares US Real Estate ETF shares in Q2 2014, an estimated $132K.
  • Palladium Partners first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares US Real Estate ETF position peaked at $136K in Q2 2013.
  • 299 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.