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Patton Albertson Miller Group’s iShares US Real Estate ETF IYR Stock Holding History

Patton Albertson Miller 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
2015
Q3 		– Sell
-13,146
Closed -$937K – 120
2015
Q2 		$937K Buy
13,146
+2,339
+22% +$177K 0.41% 77
2015
Q1 		$857K Buy
+10,807
New +$864K 0.35% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Patton Albertson Miller Group's IYR Position: Q3 2015 in Review

Patton Albertson Miller Group sold out of iShares US Real Estate ETF (IYR) in Q3 2015, closing a stake of 13,146 shares — an estimated $937K sold.

Patton Albertson Miller Group first reported a position in IYR in Q1 2015 and held it in 2 quarters. The position peaked at $937K in Q2 2015. 305 funds tracked by Wall St. Rank hold IYR as of Q3 2015.

  • Patton Albertson Miller Group reported no remaining iShares US Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Patton Albertson Miller Group sold 13,146 iShares US Real Estate ETF shares in Q3 2015, an estimated $937K.
  • Patton Albertson Miller Group first reported a position in iShares US Real Estate ETF in Q1 2015 and held it in 2 quarters.
  • Patton Albertson Miller Group's iShares US Real Estate ETF position peaked at $937K in Q2 2015.
  • 305 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2015.

Based on Patton Albertson Miller Group's 13F filing for Q3 2015, filed 28 Oct 2015.