Boys Arnold & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Boys Arnold & Co’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
2017 Q2	–	Sell	-3,400	Closed	-$215K	–	281
2017 Q1	$215K	Hold	3,400	–	–	0.03%	265
2016 Q4	$211K	Hold	3,400	–	–	0.04%	265
2016 Q3	$223K	Hold	3,400	–	–	0.04%	257
2016 Q2	$230K	Buy	+3,400	New	+$220K	0.04%	252

Other funds holding REZ

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boys Arnold & Co's REZ Position: Q2 2017 in Review

Boys Arnold & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2017, closing a stake of 3,400 shares — an estimated $215K sold.

Boys Arnold & Co first reported a position in REZ in Q2 2016 and held it in 4 quarters. The position peaked at $230K in Q2 2016. 65 funds tracked by Wall St. Rank hold REZ as of Q2 2017.

Boys Arnold & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2017 after selling out during the quarter.
Boys Arnold & Co sold 3,400 iShares Residential and Multisector Real Estate ETF shares in Q2 2017, an estimated $215K.
Boys Arnold & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2016 and held it in 4 quarters.
Boys Arnold & Co's iShares Residential and Multisector Real Estate ETF position peaked at $230K in Q2 2016.
65 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2017.

Based on Boys Arnold & Co's 13F filing for Q2 2017, filed 8 Aug 2017.