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Winslow Evans & Crocker’s iShares US Real Estate ETF IYR Stock Holding History

Winslow Evans & Crocker’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
Q2 		– Sell
-1,292
Closed -$102K – 1330
2015
Q1 		$102K Sell
1,292
-5,746
-82% -$460K 0.03% 417
2014
Q4 		$541K Buy
+7,038
New +$526K 0.15% 150

Other funds holding IYR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Winslow Evans & Crocker's IYR Position: Q2 2015 in Review

Winslow Evans & Crocker sold out of iShares US Real Estate ETF (IYR) in Q2 2015, closing a stake of 1,292 shares — an estimated $102K sold.

Winslow Evans & Crocker first reported a position in IYR in Q4 2014 and held it in 2 quarters. The position peaked at $541K in Q4 2014. 314 funds tracked by Wall St. Rank hold IYR as of Q2 2015.

  • Winslow Evans & Crocker reported no remaining iShares US Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,292 iShares US Real Estate ETF shares in Q2 2015, an estimated $102K.
  • Winslow Evans & Crocker first reported a position in iShares US Real Estate ETF in Q4 2014 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares US Real Estate ETF position peaked at $541K in Q4 2014.
  • 314 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2015.

Based on Winslow Evans & Crocker's 13F filing for Q2 2015, filed 23 Jul 2015.