Welch & Forbes’s iShares US Real Estate ETF IYR Stock Holding History

Welch & Forbes’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	-23,200	Closed	-$1.78M	–	341
2014 Q4	$1.78M	Hold	23,200	–	–	0.05%	175
2014 Q3	$1.6M	Hold	23,200	–	–	0.05%	184
2014 Q2	$1.67M	Sell	23,200 -800	-3%	-$56.3K	0.05%	173
2014 Q1	$1.62M	Hold	24,000	–	–	0.05%	180
2013 Q4	$1.51M	Hold	24,000	–	–	0.05%	176
2013 Q3	$1.53M	Sell	24,000 -573	-2%	-$37.4K	0.05%	173
2013 Q2	$1.63M	Buy	+24,573	New	+$1.74M	0.06%	164

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

Welch & Forbes's IYR Position: Q1 2015 in Review

Welch & Forbes sold out of iShares US Real Estate ETF (IYR) in Q1 2015, closing a stake of 23,200 shares — an estimated $1.78M sold.

Welch & Forbes first reported a position in IYR in Q2 2013 and held it in 7 quarters. The position peaked at $1.78M in Q4 2014. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

Welch & Forbes reported no remaining iShares US Real Estate ETF position as of Q1 2015 after selling out during the quarter.
Welch & Forbes sold 23,200 iShares US Real Estate ETF shares in Q1 2015, an estimated $1.78M.
Welch & Forbes first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 7 quarters.
Welch & Forbes's iShares US Real Estate ETF position peaked at $1.78M in Q4 2014.
349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Welch & Forbes's 13F filing for Q1 2015, filed 30 Apr 2015.