TMC
IYR icon

Trellus Management Company’s iShares US Real Estate ETF IYR Stock Holding History

Trellus Management Company’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
2017
Q1 		– Sell
-6,000
Closed -$462K – 75
2016
Q4 		$462K Buy
+6,000
New +$456K 0.68% 41
2014
Q3 		– Sell
-3,506
Closed -$252K – 124
2014
Q2 		$252K Buy
+3,506
New +$247K 0.21% 93
2013
Q4 		– Sell
-10,736
Closed -$685K – 106
2013
Q3 		$685K Buy
+10,736
New +$701K 0.87% 41

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trellus Management Company's IYR Position: Q1 2017 in Review

Trellus Management Company sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 6,000 shares — an estimated $462K sold.

Trellus Management Company first reported a position in IYR in Q3 2013 and held it in 3 quarters. The position peaked at $685K in Q3 2013. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • Trellus Management Company reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Trellus Management Company sold 6,000 iShares US Real Estate ETF shares in Q1 2017, an estimated $462K.
  • Trellus Management Company first reported a position in iShares US Real Estate ETF in Q3 2013 and held it in 3 quarters.
  • Trellus Management Company's iShares US Real Estate ETF position peaked at $685K in Q3 2013.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on Trellus Management Company's 13F filing for Q1 2017, filed 1 May 2017.