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

Placemark 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
2014
Q4 		$8.24M Buy
107,330
+10,936
+11% +$818K 0.15% 175
2014
Q3 		$6.67M Buy
96,394
+19,417
+25% +$1.41M 0.12% 204
2014
Q2 		$5.53M Sell
76,977
-9,454
-11% -$666K 0.1% 253
2014
Q1 		$5.85M Buy
86,431
+16,574
+24% +$1.1M 0.11% 205
2013
Q4 		$4.41M Buy
69,857
+3,590
+5% +$231K 0.07% 320
2013
Q3 		$4.23M Buy
66,267
+6,009
+10% +$393K 0.08% 298
2013
Q2 		$4M Buy
+60,258
New +$4.26M 0.09% 282

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Placemark Investments's IYR Position: Q4 2014 in Review

Placemark Investments increased its iShares US Real Estate ETF (IYR) stake by 11% in Q4 2014, buying an estimated $818K and bringing the position to 107,330 shares worth $8.24M. The position accounts for 0.15% of the portfolio, ranked #175.

Placemark Investments first reported a position in IYR in Q2 2013 and has held it in 7 quarters since. 333 funds tracked by Wall St. Rank hold IYR as of Q4 2014.

  • Placemark Investments held 107,330 shares of iShares US Real Estate ETF worth $8.24M as of Q4 2014.
  • Placemark Investments bought 10,936 iShares US Real Estate ETF shares in Q4 2014, an estimated $818K.
  • iShares US Real Estate ETF made up 0.15% of Placemark Investments's portfolio in Q4 2014, its #175 holding.
  • Placemark Investments first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.