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Pinnacle Summer Investments’s iShares US Real Estate ETF IYR Stock Holding History

Pinnacle Summer Investments’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
-27
Closed -$2K – 1018
2015
Q2 		$2K Buy
+27
New +$2.05K ﹤0.01% 674
2014
Q4 		– Sell
-58
Closed -$4K – 1050
2014
Q3 		$4K Hold
58
– – ﹤0.01% 926
2014
Q2 		$4K Hold
58
– – ﹤0.01% 870
2014
Q1 		$4K Hold
58
– – ﹤0.01% 830
2013
Q4 		$4K Buy
+58
New +$3.74K ﹤0.01% 827

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 $303B AUM 53.02% 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 $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Pinnacle Summer Investments's IYR Position: Q3 2015 in Review

Pinnacle Summer Investments sold out of iShares US Real Estate ETF (IYR) in Q3 2015, closing a stake of 27 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in IYR in Q4 2013 and held it in 5 quarters. The position peaked at $4K in Q3 2014. 305 funds tracked by Wall St. Rank hold IYR as of Q3 2015.

  • Pinnacle Summer Investments reported no remaining iShares US Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 27 iShares US Real Estate ETF shares in Q3 2015, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 5 quarters.
  • Pinnacle Summer Investments's iShares US Real Estate ETF position peaked at $4K in Q3 2014.
  • 305 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2015.

Based on Pinnacle Summer Investments's 13F filing for Q3 2015, filed 2 Nov 2015.