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

Evercore 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
2014
Q1 		– Sell
-675
Closed -$31K – 917
2013
Q4 		$31K Buy
+675
New +$32.1K ﹤0.01% 626

Other funds holding REZ

HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Evercore Wealth Management's REZ Position: Q1 2014 in Review

Evercore Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2014, closing a stake of 675 shares — an estimated $31K sold.

Evercore Wealth Management first reported a position in REZ in Q4 2013 and held it in 1 quarter. The position peaked at $31K in Q4 2013. 52 funds tracked by Wall St. Rank hold REZ as of Q1 2014.

  • Evercore Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 675 iShares Residential and Multisector Real Estate ETF shares in Q1 2014, an estimated $31K.
  • Evercore Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2013 and held it in 1 quarter.
  • Evercore Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $31K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.