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TD Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

TD Capital 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
2018
Q1 		– Sell
-1,455
Closed -$118K – 195
2017
Q4 		$118K Sell
1,455
-82
-5% -$6.66K 0.03% 53
2017
Q3 		$123K Buy
1,537
+137
+10% +$11K 0.04% 51
2017
Q2 		$112K Sell
1,400
-219
-14% -$17.4K 0.03% 54
2017
Q1 		$127K Sell
1,619
-223
-12% -$17.4K 0.04% 52
2016
Q4 		$142K Sell
1,842
-24
-1% -$1.82K 0.04% 50
2016
Q3 		$150K Buy
1,866
+127
+7% +$10.5K 0.05% 49
2016
Q2 		$143K Buy
1,739
+66
+4% +$5.17K 0.04% 53
2016
Q1 		$130K Sell
1,673
-208
-11% -$15.1K 0.04% 52
2015
Q4 		$141K Buy
1,881
+532
+39% +$39.7K 0.04% 48
2015
Q3 		$96K Buy
1,349
+710
+111% +$51.7K 0.03% 63
2015
Q2 		$46K Buy
639
+481
+304% +$36.5K 0.01% 85
2015
Q1 		$13K Buy
158
+35
+28% +$2.8K ﹤0.01% 115
2014
Q4 		$9K Buy
123
+2
+2% +$150 ﹤0.01% 124
2014
Q3 		$8K Buy
121
+1
+0.8% +$72 ﹤0.01% 123
2014
Q2 		$9K Buy
120
+1
+0.8% +$70 ﹤0.01% 126
2014
Q1 		$8K Buy
+119
New +$7.9K ﹤0.01% 130

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Capital Management's IYR Position: Q1 2018 in Review

TD Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 1,455 shares — an estimated $118K sold.

TD Capital Management first reported a position in IYR in Q1 2014 and held it in 16 quarters. The position peaked at $150K in Q3 2016. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • TD Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • TD Capital Management sold 1,455 iShares US Real Estate ETF shares in Q1 2018, an estimated $118K.
  • TD Capital Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 16 quarters.
  • TD Capital Management's iShares US Real Estate ETF position peaked at $150K in Q3 2016.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on TD Capital Management's 13F filing for Q1 2018, filed 11 May 2018.