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East Coast Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

East Coast Asset 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
2013
Q3 		– Sell
-977
Closed -$50K – 291
2013
Q2 		$50K Buy
+977
New +$51.9K 0.03% 227

Other funds holding REZ

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

East Coast Asset Management's REZ Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2013, closing a stake of 977 shares — an estimated $50K sold.

East Coast Asset Management first reported a position in REZ in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 48 funds tracked by Wall St. Rank hold REZ as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 977 iShares Residential and Multisector Real Estate ETF shares in Q3 2013, an estimated $50K.
  • East Coast Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $50K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.