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Apriem Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Apriem Advisors’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
2014
Q2 		– Sell
-88
Closed -$4K – 496
2014
Q1 		$4K Hold
88
– – ﹤0.01% 426
2013
Q4 		$4K Sell
88
-166
-65% -$7.9K ﹤0.01% 433
2013
Q3 		$12K Hold
254
– – 0.01% 338
2013
Q2 		$13K Buy
+254
New +$13.5K 0.01% 306

Other funds holding REZ

HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apriem Advisors's REZ Position: Q2 2014 in Review

Apriem Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2014, closing a stake of 88 shares — an estimated $4K sold.

Apriem Advisors first reported a position in REZ in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q2 2013. 53 funds tracked by Wall St. Rank hold REZ as of Q2 2014.

  • Apriem Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Apriem Advisors sold 88 iShares Residential and Multisector Real Estate ETF shares in Q2 2014, an estimated $4K.
  • Apriem Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and held it in 4 quarters.
  • Apriem Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $13K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2014.

Based on Apriem Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.