WealthTrust-Arizona’s iShares US Real Estate ETF IYR Stock Holding History

WealthTrust-Arizona’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
2013 Q3	–	Sell	-728	Closed	-$48K	–	658
2013 Q2	$48K	Buy	+728	New	+$51.4K	0.06%	140

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

WealthTrust-Arizona's IYR Position: Q3 2013 in Review

WealthTrust-Arizona sold out of iShares US Real Estate ETF (IYR) in Q3 2013, closing a stake of 728 shares — an estimated $48K sold.

WealthTrust-Arizona first reported a position in IYR in Q2 2013 and held it in 1 quarter. The position peaked at $48K in Q2 2013. 267 funds tracked by Wall St. Rank hold IYR as of Q3 2013.

WealthTrust-Arizona reported no remaining iShares US Real Estate ETF position as of Q3 2013 after selling out during the quarter.
WealthTrust-Arizona sold 728 iShares US Real Estate ETF shares in Q3 2013, an estimated $48K.
WealthTrust-Arizona first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 1 quarter.
WealthTrust-Arizona's iShares US Real Estate ETF position peaked at $48K in Q2 2013.
267 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2013.

Based on WealthTrust-Arizona's 13F filing for Q3 2013, filed 23 Oct 2013.