TF
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Tompkins Financial’s iShares US Real Estate ETF IYR Stock Holding History

Tompkins Financial’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
2014
Q2 		– Sell
-194
Closed -$13K – 531
2014
Q1 		$13K Hold
194
– – ﹤0.01% 367
2013
Q4 		$12K Hold
194
– – ﹤0.01% 397
2013
Q3 		$12K Buy
+194
New +$12.7K ﹤0.01% 383

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Tompkins Financial's IYR Position: Q2 2014 in Review

Tompkins Financial sold out of iShares US Real Estate ETF (IYR) in Q2 2014, closing a stake of 194 shares — an estimated $13K sold.

Tompkins Financial first reported a position in IYR in Q3 2013 and held it in 3 quarters. The position peaked at $13K in Q1 2014. 299 funds tracked by Wall St. Rank hold IYR as of Q2 2014.

  • Tompkins Financial reported no remaining iShares US Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Tompkins Financial sold 194 iShares US Real Estate ETF shares in Q2 2014, an estimated $13K.
  • Tompkins Financial first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 3 quarters.
  • Tompkins Financial's iShares US Real Estate ETF position peaked at $13K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2014.

Based on Tompkins Financial's 13F filing for Q2 2014, filed 11 Jul 2014.