Virtus Investment Advisers’s iShares US Real Estate ETF IYR Stock Holding History

Virtus Investment Advisers’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 Q1	–	Sell	-34,496	Closed	-$2.79M	–	232
2017 Q4	$2.79M	Sell	34,496 -759	-2%	-$61.6K	0.3%	110
2017 Q3	$2.82M	Sell	35,255 -2,733	-7%	-$220K	0.3%	121
2017 Q2	$3.03M	Sell	37,988 -5,113	-12%	-$407K	0.3%	117
2017 Q1	$3.38M	Sell	43,101 -8,051	-16%	-$628K	0.3%	117
2016 Q4	$3.94M	Sell	51,152 -3,530	-6%	-$268K	0.3%	116
2016 Q3	$4.41M	Buy	+54,682	New	+$4.53M	0.28%	119

Other funds holding IYR

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Virtus Investment Advisers's IYR Position: Q1 2018 in Review

Virtus Investment Advisers sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 34,496 shares — an estimated $2.79M sold.

Virtus Investment Advisers first reported a position in IYR in Q3 2016 and held it in 6 quarters. The position peaked at $4.41M in Q3 2016. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

Virtus Investment Advisers reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Virtus Investment Advisers sold 34,496 iShares US Real Estate ETF shares in Q1 2018, an estimated $2.79M.
Virtus Investment Advisers first reported a position in iShares US Real Estate ETF in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's iShares US Real Estate ETF position peaked at $4.41M in Q3 2016.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.