Tactical Allocation Group’s iShares US Real Estate ETF IYR Stock Holding History

Tactical Allocation 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
2016 Q2	$980K	Sell	11,900 -3,530	-23%	-$277K	1.57%	13
2016 Q1	$1.2M	Sell	15,430 -389	-2%	-$28.2K	1.75%	13
2015 Q4	$1.19M	Sell	15,819 -1,602	-9%	-$120K	1.39%	15
2015 Q3	$1.24M	Sell	17,421 -4,440	-20%	-$323K	1.34%	16
2015 Q2	$1.46M	Buy	21,861 +1,872	+9%	+$142K	1.4%	14
2015 Q1	$1.59M	Buy	+19,989	New	+$1.6M	1.33%	14
2013 Q4	–	Sell	-253,526	Closed	-$16.2M	–	22
2013 Q3	$16.2M	Sell	253,526 -39,601	-14%	-$2.59M	6.95%	6
2013 Q2	$19.6M	Buy	+293,127	New	+$20.7M	6.4%	6

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Tactical Allocation Group's IYR Position: Q2 2016 in Review

Tactical Allocation Group reduced its iShares US Real Estate ETF (IYR) stake by 23% in Q2 2016, selling an estimated $277K and leaving 11,900 shares worth $980K. The position accounts for 1.57% of the portfolio, ranked #13.

Tactical Allocation Group first reported a position in IYR in Q2 2013 and has held it in 8 quarters since. The position peaked at $19.6M in Q2 2013. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

Tactical Allocation Group held 11,900 shares of iShares US Real Estate ETF worth $980K as of Q2 2016.
Tactical Allocation Group sold 3,530 iShares US Real Estate ETF shares in Q2 2016, an estimated $277K.
iShares US Real Estate ETF made up 1.57% of Tactical Allocation Group's portfolio in Q2 2016, its #13 holding.
Tactical Allocation Group first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 8 quarters since.
Tactical Allocation Group's iShares US Real Estate ETF position peaked at $19.6M in Q2 2013.
348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on Tactical Allocation Group's 13F filing for Q2 2016, filed 31 Aug 2016.