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Sterne Agee Group’s iShares US Real Estate ETF IYR Stock Holding History

Sterne Agee Group’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
Q1 		$1.27M Buy
15,953
+732
+5% +$58.6K 0.19% 159
2014
Q4 		$1.17M Buy
15,221
+319
+2% +$23.9K 0.18% 167
2014
Q3 		$1.04M Sell
14,902
-727
-5% -$52.7K 0.16% 181
2014
Q2 		$1.12M Buy
15,629
+2,520
+19% +$177K 0.19% 172
2014
Q1 		$887K Buy
+13,109
New +$870K 0.17% 183

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sterne Agee Group's IYR Position: Q1 2015 in Review

Sterne Agee Group increased its iShares US Real Estate ETF (IYR) stake by 4.8% in Q1 2015, buying an estimated $58.6K and bringing the position to 15,953 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #159.

Sterne Agee Group first reported a position in IYR in Q1 2014 and has held it in 5 quarters since. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • Sterne Agee Group held 15,953 shares of iShares US Real Estate ETF worth $1.27M as of Q1 2015.
  • Sterne Agee Group bought 732 iShares US Real Estate ETF shares in Q1 2015, an estimated $58.6K.
  • iShares US Real Estate ETF made up 0.19% of Sterne Agee Group's portfolio in Q1 2015, its #159 holding.
  • Sterne Agee Group first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 5 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.