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Wunderlich Capital Managemnt’s iShares US Real Estate ETF IYR Stock Holding History

Wunderlich Capital Managemnt’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
-15,168
Closed -$1.17M – 78
2014
Q4 		$1.17M Buy
15,168
+68
+0.5% +$5.08K 0.99% 59
2014
Q3 		$1.04M Buy
15,100
+26
+0.2% +$1.88K 0.93% 72
2014
Q2 		$1.08M Buy
15,074
+186
+1% +$13.1K 0.99% 71
2014
Q1 		$1.01M Buy
+14,888
New +$988K 0.95% 71

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wunderlich Capital Managemnt's IYR Position: Q1 2015 in Review

Wunderlich Capital Managemnt sold out of iShares US Real Estate ETF (IYR) in Q1 2015, closing a stake of 15,168 shares — an estimated $1.17M sold.

Wunderlich Capital Managemnt first reported a position in IYR in Q1 2014 and held it in 4 quarters. The position peaked at $1.17M in Q4 2014. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • Wunderlich Capital Managemnt reported no remaining iShares US Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 15,168 iShares US Real Estate ETF shares in Q1 2015, an estimated $1.17M.
  • Wunderlich Capital Managemnt first reported a position in iShares US Real Estate ETF in Q1 2014 and held it in 4 quarters.
  • Wunderlich Capital Managemnt's iShares US Real Estate ETF position peaked at $1.17M in Q4 2014.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2015, filed 5 May 2015.