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Winfield Associates’s iShares US Real Estate ETF IYR Stock Holding History

Winfield Associates’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
-2,680
Closed -$218K – 381
2017
Q4 		$218K Hold
2,680
– – 0.11% 116
2017
Q3 		$214K Sell
2,680
-35
-1% -$2.81K 0.11% 116
2017
Q2 		$217K Sell
2,715
-800
-23% -$63.6K 0.12% 117
2017
Q1 		$276K Hold
3,515
– – 0.16% 107
2016
Q4 		$270K Buy
3,515
+450
+15% +$34.2K 0.17% 100
2016
Q3 		$247K Sell
3,065
-50
-2% -$4.14K 0.16% 103
2016
Q2 		$257K Hold
3,115
– – 0.17% 96
2016
Q1 		$243K Hold
3,115
– – 0.16% 94
2015
Q4 		$234K Buy
3,115
+450
+17% +$33.6K 0.16% 93
2015
Q3 		$189K Sell
2,665
-100
-4% -$7.29K 0.14% 104
2015
Q2 		$197K Sell
2,765
-100
-3% -$7.58K 0.13% 110
2015
Q1 		$227K Sell
2,865
-7,321
-72% -$586K 0.16% 106
2014
Q4 		$783K Sell
10,186
-4,585
-31% -$343K 0.58% 57
2014
Q3 		$1.02M Sell
14,771
-200
-1% -$14.5K 0.76% 43
2014
Q2 		$1.07M Buy
14,971
+1,400
+10% +$98.6K 0.78% 44
2014
Q1 		$918K Sell
13,571
-900
-6% -$59.7K 0.76% 45
2013
Q4 		$913K Buy
+14,471
New +$932K 0.75% 42

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winfield Associates's IYR Position: Q1 2018 in Review

Winfield Associates sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 2,680 shares — an estimated $218K sold.

Winfield Associates first reported a position in IYR in Q4 2013 and held it in 17 quarters. The position peaked at $1.07M in Q2 2014. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

  • Winfield Associates reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 2,680 iShares US Real Estate ETF shares in Q1 2018, an estimated $218K.
  • Winfield Associates first reported a position in iShares US Real Estate ETF in Q4 2013 and held it in 17 quarters.
  • Winfield Associates's iShares US Real Estate ETF position peaked at $1.07M in Q2 2014.
  • 362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.