CAL
REZ icon

Capital Analysts LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Capital Analysts LLC’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
2018
Q3 		– Sell
-63
Closed -$4K – 599
2018
Q2 		$4K Hold
63
– – ﹤0.01% 525
2018
Q1 		$4K Hold
63
– – ﹤0.01% 512
2017
Q4 		$4K Hold
63
– – ﹤0.01% 424
2017
Q3 		$4K Buy
+63
New +$4.07K ﹤0.01% 433
2016
Q4 		– Sell
-63
Closed -$4.13K – 386
2016
Q3 		$4.13K Buy
+63
New +$4.22K ﹤0.01% 344

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Capital Analysts LLC's REZ Position: Q3 2018 in Review

Capital Analysts LLC sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2018, closing a stake of 63 shares — an estimated $4K sold.

Capital Analysts LLC first reported a position in REZ in Q3 2016 and held it in 5 quarters. The position peaked at $4.13K in Q3 2016. 64 funds tracked by Wall St. Rank hold REZ as of Q3 2018.

  • Capital Analysts LLC reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Capital Analysts LLC sold 63 iShares Residential and Multisector Real Estate ETF shares in Q3 2018, an estimated $4K.
  • Capital Analysts LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2016 and held it in 5 quarters.
  • Capital Analysts LLC's iShares Residential and Multisector Real Estate ETF position peaked at $4.13K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.