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UBS O'Connor’s iShares US Real Estate ETF IYR Stock Holding History

UBS O'Connor’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
Q4 		– Sell
-200,000
Closed -$4K – 267
2018
Q3 		$4K Buy
+200,000
New +$16.3M ﹤0.01% 274
2015
Q3 		– Sell
-50,000
Closed -$1K – 617
2015
Q2 		$1K Sell
50,000
-35,000
-41% -$2.65M ﹤0.01% 737
2015
Q1 		$29K Buy
+85,000
New +$6.8M ﹤0.01% 702
2014
Q4 		– Sell
-200,000
Closed -$5K – 674
2014
Q3 		$5K Buy
+200,000
New +$14.5M ﹤0.01% 445
2013
Q4 		– Sell
-100,000
Closed -$148K – 446
2013
Q3 		$148K Sell
100,000
-350,000
-78% -$22.9M ﹤0.01% 361
2013
Q2 		$392K Buy
+450,000
New +$31.8M 0.01% 431

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS O'Connor's IYR Position: Q1 2017 in Review

UBS O'Connor sold out of iShares US Real Estate ETF (IYR) in Q1 2017, closing a stake of 13,017 shares — an estimated $1.02M sold.

UBS O'Connor first reported a position in IYR in Q2 2013 and held it in 5 quarters. The position peaked at $4.35M in Q1 2016. 341 funds tracked by Wall St. Rank hold IYR as of Q1 2017.

  • UBS O'Connor reported no remaining iShares US Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • UBS O'Connor sold 13,017 iShares US Real Estate ETF shares in Q1 2017, an estimated $1.02M.
  • UBS O'Connor first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 5 quarters.
  • UBS O'Connor's iShares US Real Estate ETF position peaked at $4.35M in Q1 2016.
  • 341 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2017.

Based on UBS O'Connor's 13F filing for Q1 2017, filed 12 May 2017.