Windsor Capital Management’s iShares US Real Estate ETF IYR Stock Holding History

Windsor Capital 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 Q4	–	Sell	-300	Closed	-$21K	–	260
2015 Q3	$21K	Buy	+300	New	+$21.9K	0.01%	253
2014 Q1	–	Sell	-300	Closed	-$19K	–	188
2013 Q4	$19K	Hold	300	–	–	0.01%	272
2013 Q3	$19K	Hold	300	–	–	0.01%	283
2013 Q2	$20K	Buy	+300	New	+$21.2K	0.01%	262

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

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

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

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

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

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

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

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

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

Windsor Capital Management's IYR Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares US Real Estate ETF (IYR) in Q4 2015, closing a stake of 300 shares — an estimated $21K sold.

Windsor Capital Management first reported a position in IYR in Q2 2013 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 324 funds tracked by Wall St. Rank hold IYR as of Q4 2015.

Windsor Capital Management reported no remaining iShares US Real Estate ETF position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 300 iShares US Real Estate ETF shares in Q4 2015, an estimated $21K.
Windsor Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's iShares US Real Estate ETF position peaked at $21K in Q3 2015.
324 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.