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

Visionary 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
2016
Q2 		– Sell
-3,392
Closed -$264K – 94
2016
Q1 		$264K Sell
3,392
-167
-5% -$12.1K 0.09% 98
2015
Q4 		$267K Sell
3,559
-83
-2% -$6.2K 0.18% 44
2015
Q3 		$258K Sell
3,642
-141
-4% -$10.3K 0.18% 27
2015
Q2 		$270K Sell
3,783
-165
-4% -$12.5K 0.09% 100
2015
Q1 		$313K Sell
3,948
-250
-6% -$20K 0.1% 95
2014
Q4 		$323K Sell
4,198
-53
-1% -$3.96K 0.1% 98
2014
Q3 		$294K Buy
4,251
+263
+7% +$19.1K 0.08% 92
2014
Q2 		$286K Sell
3,988
-986
-20% -$69.4K 0.07% 88
2014
Q1 		$336K Buy
+4,974
New +$330K 0.08% 89

Other funds holding IYR

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Visionary Asset Management's IYR Position: Q2 2016 in Review

Visionary Asset Management sold out of iShares US Real Estate ETF (IYR) in Q2 2016, closing a stake of 3,392 shares — an estimated $264K sold.

Visionary Asset Management first reported a position in IYR in Q1 2014 and held it in 9 quarters. The position peaked at $336K in Q1 2014. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

  • Visionary Asset Management reported no remaining iShares US Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • Visionary Asset Management sold 3,392 iShares US Real Estate ETF shares in Q2 2016, an estimated $264K.
  • Visionary Asset Management first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 9 quarters.
  • Visionary Asset Management's iShares US Real Estate ETF position peaked at $336K in Q1 2014.
  • 348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on Visionary Asset Management's 13F filing for Q2 2016, filed 14 Jul 2016.