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Trust Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Trust Asset 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
2015
Q2 		$21K Hold
292
– – 0.01% 84
2015
Q1 		$23K Buy
+292
New +$23.4K 0.01% 104

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Trust Asset Management's IYR Position: Q2 2015 in Review

Trust Asset Management held its iShares US Real Estate ETF (IYR) position steady in Q2 2015 at 292 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #84.

Trust Asset Management first reported a position in IYR in Q1 2015 and has held it in 2 quarters since. The position peaked at $23K in Q1 2015. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Trust Asset Management held 292 shares of iShares US Real Estate ETF worth $21K as of Q2 2015.
  • Trust Asset Management left its iShares US Real Estate ETF share count unchanged in Q2 2015.
  • iShares US Real Estate ETF made up 0.01% of Trust Asset Management's portfolio in Q2 2015, its #84 holding.
  • Trust Asset Management first reported a position in iShares US Real Estate ETF in Q1 2015 and has held it in 2 quarters since.
  • Trust Asset Management's iShares US Real Estate ETF position peaked at $23K in Q1 2015.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Trust Asset Management's 13F filing for Q2 2015, filed 13 Aug 2015.