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Sentry Investment Management’s iShares US Real Estate ETF IYR Stock Holding History

Sentry Investment 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
2017
Q4 		– Sell
-539,934
Closed -$43.1M – 491
2017
Q3 		$43.1M Buy
539,934
+17,355
+3% +$1.39M 1.62% 8
2017
Q2 		$41.7M Buy
522,579
+14,050
+3% +$1.12M 1.64% 7
2017
Q1 		$39.9M Buy
508,529
+28,632
+6% +$2.23M 1.63% 8
2016
Q4 		$36.9M Buy
479,897
+23,667
+5% +$1.8M 1.55% 9
2016
Q3 		$36.8M Sell
456,230
-50,570
-10% -$4.19M 1.6% 7
2016
Q2 		$41.7M Buy
506,800
+11,400
+2% +$894K 1.83% 8
2016
Q1 		$38.6M Sell
495,400
-1,000
-0.2% -$72.6K 1.74% 8
2015
Q4 		$37.3M Buy
496,400
+13,700
+3% +$1.02M 1.72% 9
2015
Q3 		$34.2M Buy
482,700
+11,900
+3% +$867K 1.69% 9
2015
Q2 		$33.6M Buy
470,800
+38,200
+9% +$2.9M 1.58% 9
2015
Q1 		$34.3M Buy
432,600
+800
+0.2% +$64K 1.62% 10
2014
Q4 		$33.2M Buy
431,800
+8,625
+2% +$645K 1.61% 10
2014
Q3 		$29.3M Buy
423,175
+10,400
+3% +$753K 1.5% 10
2014
Q2 		$29.6M Buy
412,775
+7,900
+2% +$556K 1.53% 10
2014
Q1 		$27.4M Buy
404,875
+11,500
+3% +$763K 1.44% 11
2013
Q4 		$24.8M Buy
393,375
+32,400
+9% +$2.09M 1.34% 10
2013
Q3 		$23M Buy
360,975
+20,900
+6% +$1.37M 1.36% 10
2013
Q2 		$22.6M Buy
+340,075
New +$24M 1.31% 9

Other funds holding IYR

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sentry Investment Management's IYR Position: Q4 2017 in Review

Sentry Investment Management sold out of iShares US Real Estate ETF (IYR) in Q4 2017, closing a stake of 539,934 shares — an estimated $43.1M sold.

Sentry Investment Management first reported a position in IYR in Q2 2013 and held it in 18 quarters. The position peaked at $43.1M in Q3 2017. 387 funds tracked by Wall St. Rank hold IYR as of Q4 2017.

  • Sentry Investment Management reported no remaining iShares US Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Sentry Investment Management sold 539,934 iShares US Real Estate ETF shares in Q4 2017, an estimated $43.1M.
  • Sentry Investment Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • Sentry Investment Management's iShares US Real Estate ETF position peaked at $43.1M in Q3 2017.
  • 387 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2017.

Based on Sentry Investment Management's 13F filing for Q4 2017, filed 7 Feb 2018.