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

UBS’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
Q3 		$32.7M Buy
472,400
+403,100
+582% +$29.2M 0.02% 694
2014
Q2 		$4.97M Sell
69,300
-579,300
-89% -$40.8M ﹤0.01% 1974
2014
Q1 		$43.9M Buy
648,600
+215,800
+50% +$14.3M 0.04% 449
2013
Q4 		$27.3M Sell
432,800
-1,908,200
-82% -$123M 0.03% 639
2013
Q3 		$149M Buy
2,341,000
+1,605,200
+218% +$105M 0.15% 146
2013
Q2 		$48.9M Buy
+735,800
New +$52M 0.06% 322

Other funds holding IYR

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS's IYR Position: Q3 2014 in Review

UBS reduced its iShares US Real Estate ETF (IYR) stake by 14% in Q3 2014, selling an estimated $74.6M and leaving 6,158,406 shares worth $426M. The position accounts for 0.31% of the portfolio, ranked #57.

UBS first reported a position in IYR in Q2 2013 and has held it in 6 quarters since. The position peaked at $516M in Q2 2014. 292 funds tracked by Wall St. Rank hold IYR as of Q3 2014.

  • UBS held 6,158,406 shares of iShares US Real Estate ETF worth $426M as of Q3 2014.
  • UBS sold 1,029,332 iShares US Real Estate ETF shares in Q3 2014, an estimated $74.6M.
  • iShares US Real Estate ETF made up 0.31% of UBS's portfolio in Q3 2014, its #57 holding.
  • UBS first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 6 quarters since.
  • UBS's iShares US Real Estate ETF position peaked at $516M in Q2 2014.
  • 292 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.