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

Verity 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 Q1	–	Sell	-4,159	Closed	-$319K	–	97
2014 Q4	$319K	Buy	+4,159	New	+$311K	0.31%	50
2014 Q2	–	Sell	-10,026	Closed	-$682K	–	70
2014 Q1	$682K	Buy	+10,026	New	+$665K	0.7%	24

Other funds holding IYR

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Verity Asset Management's IYR Position: Q1 2015 in Review

Verity Asset Management sold out of iShares US Real Estate ETF (IYR) in Q1 2015, closing a stake of 4,159 shares — an estimated $319K sold.

Verity Asset Management first reported a position in IYR in Q1 2014 and held it in 2 quarters. The position peaked at $682K in Q1 2014. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

Verity Asset Management reported no remaining iShares US Real Estate ETF position as of Q1 2015 after selling out during the quarter.
Verity Asset Management sold 4,159 iShares US Real Estate ETF shares in Q1 2015, an estimated $319K.
Verity Asset Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 2 quarters.
Verity Asset Management's iShares US Real Estate ETF position peaked at $682K in Q1 2014.
349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Verity Asset Management's 13F filing for Q1 2015, filed 15 May 2015.