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Patten Group’s iShares US Real Estate ETF IYR Stock Holding History

Patten Group’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
Q1 		– Sell
-100
Closed -$8K – 646
2016
Q4 		$8K Hold
100
– – ﹤0.01% 477
2016
Q3 		$7.77K Hold
100
– – ﹤0.01% 486
2016
Q2 		$8.24K Hold
100
– – ﹤0.01% 470
2016
Q1 		$7.79K Hold
100
– – ﹤0.01% 493
2015
Q4 		$7.51K Hold
100
– – ﹤0.01% 521
2015
Q3 		$7.09K Hold
100
– – ﹤0.01% 461
2015
Q2 		$7.13K Buy
+100
New +$7.58K ﹤0.01% 477
2015
Q1 		– Sell
-100
Closed -$8K – 218
2014
Q4 		$8K Buy
+100
New +$7.48K ﹤0.01% 237

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten Group's IYR Position: Q1 2017 in Review

Patten Group sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 100 shares — an estimated $8K sold.

Patten Group first reported a position in IYR in Q4 2014 and held it in 8 quarters. The position peaked at $8.24K in Q2 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Patten Group reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Patten Group sold 100 iShares US Real Estate ETF shares in Q1 2017, an estimated $8K.
  • Patten Group first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 8 quarters.
  • Patten Group's iShares US Real Estate ETF position peaked at $8.24K in Q2 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Patten Group's 13F filing for Q1 2017, filed 31 May 2017.