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Parametric Portfolio Associates’s iShares US Real Estate ETF IYR Stock Holding History

Parametric Portfolio Associates’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
Q4 		– Sell
-5,600
Closed -$447K – 3919
2017
Q3 		$447K Buy
5,600
+80
+1% +$6.42K ﹤0.01% 3480
2017
Q2 		$440K Sell
5,520
-89
-2% -$7.08K ﹤0.01% 3431
2017
Q1 		$440K Buy
5,609
+15
+0.3% +$1.17K ﹤0.01% 3254
2016
Q4 		$430K Sell
5,594
-52
-0.9% -$3.95K ﹤0.01% 3270
2016
Q3 		$455K Sell
5,646
-51
-0.9% -$4.22K ﹤0.01% 3218
2016
Q2 		$469K Buy
5,697
+17
+0.3% +$1.33K ﹤0.01% 3233
2016
Q1 		$442K Sell
5,680
-35
-0.6% -$2.54K ﹤0.01% 3398
2015
Q4 		$429K Sell
5,715
-836
-13% -$62.4K ﹤0.01% 3352
2015
Q3 		$465K Sell
6,551
-148
-2% -$10.8K ﹤0.01% 2753
2015
Q2 		$478K Sell
6,699
-554
-8% -$42K ﹤0.01% 3309
2015
Q1 		$575K Sell
7,253
-255
-3% -$20.4K ﹤0.01% 3183
2014
Q4 		$577K Buy
+7,508
New +$561K ﹤0.01% 3189
2014
Q3 		– Sell
-8,141
Closed -$584K – 3843
2014
Q2 		$584K Buy
8,141
+178
+2% +$12.5K ﹤0.01% 3120
2014
Q1 		$539K Buy
7,963
+883
+12% +$58.6K ﹤0.01% 3138
2013
Q4 		$447K Sell
7,080
-137
-2% -$8.82K ﹤0.01% 3239
2013
Q3 		$460K Sell
7,217
-829
-10% -$54.2K ﹤0.01% 3150
2013
Q2 		$534K Buy
+8,046
New +$569K ﹤0.01% 2912

Other funds holding IYR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Parametric Portfolio Associates's IYR Position: Q4 2017 in Review

Parametric Portfolio Associates sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 5,600 shares — an estimated $447K sold.

Parametric Portfolio Associates first reported a position in IYR in Q2 2013 and held it in 17 quarters. The position peaked at $584K in Q2 2014. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

  • Parametric Portfolio Associates reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Parametric Portfolio Associates sold 5,600 iShares US Real Estate ETF shares in Q4 2017, an estimated $447K.
  • Parametric Portfolio Associates first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 17 quarters.
  • Parametric Portfolio Associates's iShares US Real Estate ETF position peaked at $584K in Q2 2014.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Parametric Portfolio Associates's 13F filing for Q4 2017, filed 14 Feb 2018.