DZ Bank
REZ icon

DZ Bank’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

DZ Bank’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
Q3 		– Sell
-54
Closed -$4K – 935
2017
Q2 		$4K Sell
54
-61
-53% -$3.95K ﹤0.01% 928
2017
Q1 		$8K Buy
+115
New +$7.17K ﹤0.01% 879

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DZ Bank's REZ Position: Q3 2017 in Review

DZ Bank sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2017, closing a stake of 54 shares — an estimated $4K sold.

DZ Bank first reported a position in REZ in Q1 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2017. 59 funds tracked by Wall St. Rank hold REZ as of Q3 2017.

  • DZ Bank reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • DZ Bank sold 54 iShares Residential and Multisector Real Estate ETF shares in Q3 2017, an estimated $4K.
  • DZ Bank first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2017 and held it in 2 quarters.
  • DZ Bank's iShares Residential and Multisector Real Estate ETF position peaked at $8K in Q1 2017.
  • 59 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2017.

Based on DZ Bank's 13F filing for Q3 2017, filed 14 Nov 2017.