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Archer Investment Corporation’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Archer Investment Corporation’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
2020
Q4 		– Sell
-28
Closed -$1.71K – 735
2020
Q3 		$1.71K Sell
28
-231
-89% -$14.2K ﹤0.01% 581
2020
Q2 		$15.6K Sell
259
-327
-56% -$19.2K 0.01% 381
2020
Q1 		$32K Hold
586
– – 0.02% 277
2019
Q4 		$47K Hold
586
– – 0.02% 266
2019
Q3 		$47K Buy
+586
New +$45.1K 0.03% 239

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
AAM
Ascension Asset Management New York $191M AUM

Archer Investment Corporation's REZ Position: Q4 2020 in Review

Archer Investment Corporation sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2020, closing a stake of 28 shares — an estimated $1.71K sold.

Archer Investment Corporation first reported a position in REZ in Q3 2019 and held it in 5 quarters. The position peaked at $47K in Q4 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q4 2020.

  • Archer Investment Corporation reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 28 iShares Residential and Multisector Real Estate ETF shares in Q4 2020, an estimated $1.71K.
  • Archer Investment Corporation first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 5 quarters.
  • Archer Investment Corporation's iShares Residential and Multisector Real Estate ETF position peaked at $47K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2020.

Based on Archer Investment Corporation's 13F filing for Q4 2020, filed 11 Feb 2021.