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Centaurus Financial’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-2,618
Closed -$197K – 623
2019
Q4 		$197K Buy
+2,618
New +$203K 0.03% 464
2018
Q3 		– Sell
-322
Closed -$20K – 1694
2018
Q2 		$20K Buy
+322
New +$19.1K ﹤0.01% 1276

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Centaurus Financial's REZ Position: Q1 2020 in Review

Centaurus Financial sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2020, closing a stake of 2,618 shares — an estimated $197K sold.

Centaurus Financial first reported a position in REZ in Q2 2018 and held it in 2 quarters. The position peaked at $197K in Q4 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2020.

  • Centaurus Financial reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Centaurus Financial sold 2,618 iShares Residential and Multisector Real Estate ETF shares in Q1 2020, an estimated $197K.
  • Centaurus Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Centaurus Financial's iShares Residential and Multisector Real Estate ETF position peaked at $197K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2020.

Based on Centaurus Financial's 13F filing for Q1 2020, filed 21 Apr 2020.