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

Tuttle 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
2019 Q4	–	Sell	-76,566	Closed	-$7.08M	–	179
2019 Q3	$7.08M	Sell	76,566 -52,214	-41%	-$4.76M	1.88%	5
2019 Q2	$11.2M	Buy	128,780 +48,781	+61%	+$4.27M	4.42%	3
2019 Q1	$7M	Sell	79,999 -20,385	-20%	-$1.69M	1.41%	14
2018 Q4	$7.52M	Buy	+100,384	New	+$7.89M	2.85%	5
2017 Q3	–	Sell	-5,001	Closed	-$399K	–	91
2017 Q2	$399K	Buy	+5,001	New	+$398K	0.31%	60
2017 Q1	–	Sell	-6,423	Closed	-$494K	–	52
2016 Q4	$494K	Buy	+6,423	New	+$488K	0.5%	27
2016 Q3	–	Sell	-54,932	Closed	-$4.52M	–	71
2016 Q2	$4.52M	Buy	+54,932	New	+$4.31M	4.14%	5
2015 Q4	–	Sell	-8,254	Closed	-$585K	–	29
2015 Q3	$585K	Buy	+8,254	New	+$601K	0.42%	12
2015 Q2	–	Sell	-83,007	Closed	-$6.58M	–	21
2015 Q1	$6.58M	Sell	83,007 -74,669	-47%	-$5.97M	4.54%	6
2014 Q4	$12.1M	Buy	+157,676	New	+$11.8M	7.64%	4

Other funds holding IYR

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Tuttle Capital Management's IYR Position: Q4 2019 in Review

Tuttle Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2019, closing a stake of 76,566 shares — an estimated $7.08M sold.

Tuttle Capital Management first reported a position in IYR in Q4 2014 and held it in 10 quarters. The position peaked at $12.1M in Q4 2014. 498 funds tracked by Wall St. Rank hold IYR as of Q4 2019.

Tuttle Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Tuttle Capital Management sold 76,566 iShares US Real Estate ETF shares in Q4 2019, an estimated $7.08M.
Tuttle Capital Management first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 10 quarters.
Tuttle Capital Management's iShares US Real Estate ETF position peaked at $12.1M in Q4 2014.
498 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2019.

Based on Tuttle Capital Management's 13F filing for Q4 2019, filed 13 Jan 2020.