AIM
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Advantage Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Advantage Investment Management’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-34
Closed -$2K – 909
2015
Q4 		$2K Buy
+34
New +$2.08K ﹤0.01% 781

Other funds holding REZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Advantage Investment Management's REZ Position: Q1 2016 in Review

Advantage Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2016, closing a stake of 34 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in REZ in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 69 funds tracked by Wall St. Rank hold REZ as of Q1 2016.

  • Advantage Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Advantage Investment Management sold 34 iShares Residential and Multisector Real Estate ETF shares in Q1 2016, an estimated $2K.
  • Advantage Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Advantage Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $2K in Q4 2015.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2016.

Based on Advantage Investment Management's 13F filing for Q1 2016, filed 27 Mar 2017.