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Cornerstone Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-19,512
Closed -$307K – 962
2018
Q3 		$307K Buy
19,512
+288
+1% +$18.4K ﹤0.01% 1056
2018
Q2 		$307K Buy
+19,224
New +$1.14M ﹤0.01% 1180

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
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Cornerstone Wealth Management's REZ Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2018, closing a stake of 19,512 shares — an estimated $307K sold.

Cornerstone Wealth Management first reported a position in REZ in Q2 2018 and held it in 2 quarters. The position peaked at $307K in Q3 2018. 63 funds tracked by Wall St. Rank hold REZ as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,512 iShares Residential and Multisector Real Estate ETF shares in Q4 2018, an estimated $307K.
  • Cornerstone Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $307K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.