Peak Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Peak Capital Management’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
2019 Q4	–	Sell	-8,308	Closed	-$769K	–	20
2019 Q3	$769K	Sell	8,308 -646	-7%	-$58.8K	0.51%	19
2019 Q2	$805K	Sell	8,954 -8,248	-48%	-$722K	0.55%	19
2019 Q1	$1.5M	Buy	17,202 +164	+1%	+$13.6K	1.02%	22
2018 Q4	$1.28M	Sell	17,038 -335	-2%	-$26.3K	0.92%	25
2018 Q3	$1.35M	Sell	17,373 -918	-5%	-$74.8K	0.99%	25
2018 Q2	$1.47M	Buy	18,291 +347	+2%	+$26.7K	0.89%	30
2018 Q1	$1.35M	Buy	17,944 +545	+3%	+$41.4K	1.05%	25
2017 Q4	$1.39M	Hold	17,399	–	–	0.95%	26
2017 Q3	$1.39M	Sell	17,399 -168	-1%	-$13.5K	0.92%	26
2017 Q2	$1.4M	Buy	+17,567	New	+$1.4M	0.78%	27

Other funds holding IYR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Peak Capital Management's IYR Position: Q4 2019 in Review

Peak Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 8,308 shares — an estimated $769K sold.

Peak Capital Management first reported a position in IYR in Q2 2017 and held it in 10 quarters. The position peaked at $1.5M in Q1 2019. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Peak Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Peak Capital Management sold 8,308 iShares US Real Estate ETF shares in Q4 2019, an estimated $769K.
Peak Capital Management first reported a position in iShares US Real Estate ETF in Q2 2017 and held it in 10 quarters.
Peak Capital Management's iShares US Real Estate ETF position peaked at $1.5M in Q1 2019.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Peak Capital Management's 13F filing for Q4 2019, filed 8 Jan 2020.