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Chicago Partners Investment Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Chicago Partners Investment Group’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
Q1 		– Sell
-719
Closed -$45K – 942
2017
Q4 		$45K Buy
719
+386
+116% +$24.5K 0.01% 473
2017
Q3 		$21K Sell
333
-324
-49% -$20.9K ﹤0.01% 622
2017
Q2 		$41K Buy
+657
New +$42.6K 0.01% 411

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's REZ Position: Q1 2018 in Review

Chicago Partners Investment Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2018, closing a stake of 719 shares — an estimated $45K sold.

Chicago Partners Investment Group first reported a position in REZ in Q2 2017 and held it in 3 quarters. The position peaked at $45K in Q4 2017. 61 funds tracked by Wall St. Rank hold REZ as of Q1 2018.

  • Chicago Partners Investment Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 719 iShares Residential and Multisector Real Estate ETF shares in Q1 2018, an estimated $45K.
  • Chicago Partners Investment Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2017 and held it in 3 quarters.
  • Chicago Partners Investment Group's iShares Residential and Multisector Real Estate ETF position peaked at $45K in Q4 2017.
  • 61 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2018.

Based on Chicago Partners Investment Group's 13F filing for Q1 2018, filed 27 Apr 2018.