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Snowden Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Snowden Capital Advisors’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
2016
Q3 		– Sell
-42,372
Closed -$3.49M – 294
2016
Q2 		$3.49M Buy
42,372
+3,730
+10% +$292K 1.06% 15
2016
Q1 		$3.01M Buy
+38,642
New +$2.8M 1.03% 16

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Snowden Capital Advisors's IYR Position: Q3 2016 in Review

Snowden Capital Advisors sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 42,372 shares — an estimated $3.49M sold.

Snowden Capital Advisors first reported a position in IYR in Q1 2016 and held it in 2 quarters. The position peaked at $3.49M in Q2 2016. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

  • Snowden Capital Advisors reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Snowden Capital Advisors sold 42,372 iShares US Real Estate ETF shares in Q3 2016, an estimated $3.49M.
  • Snowden Capital Advisors first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 2 quarters.
  • Snowden Capital Advisors's iShares US Real Estate ETF position peaked at $3.49M in Q2 2016.
  • 346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Snowden Capital Advisors's 13F filing for Q3 2016, filed 8 Jan 2024.