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

Pegasus 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
2017
Q1 		– Sell
-3,053
Closed -$235K – 117
2016
Q4 		$235K Sell
3,053
-3,207
-51% -$244K 0.1% 108
2016
Q3 		$505K Buy
+6,260
New +$518K 0.24% 96

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

Pegasus Partners's IYR Position: Q1 2017 in Review

Pegasus Partners sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 3,053 shares — an estimated $235K sold.

Pegasus Partners first reported a position in IYR in Q3 2016 and held it in 2 quarters. The position peaked at $505K in Q3 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Pegasus Partners reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Pegasus Partners sold 3,053 iShares US Real Estate ETF shares in Q1 2017, an estimated $235K.
  • Pegasus Partners first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 2 quarters.
  • Pegasus Partners's iShares US Real Estate ETF position peaked at $505K in Q3 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Pegasus Partners's 13F filing for Q1 2017, filed 27 Apr 2017.