Financial Management Professionals’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Management Professionals’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
2020 Q1	–	Sell	-47,206	Closed	-$3.56M	–	353
2019 Q4	$3.56M	Sell	47,206 -2,993	-6%	-$232K	1.18%	17
2019 Q3	$3.99M	Sell	50,199 -804	-2%	-$61.9K	1.47%	16
2019 Q2	$3.72M	Sell	51,003 -2,193	-4%	-$157K	1.38%	16
2019 Q1	$3.76M	Buy	+53,196	New	+$3.61M	1.51%	15
2016 Q3	–	Sell	-49,060	Closed	-$3.31M	–	402
2016 Q2	$3.31M	Sell	49,060 -1,201	-2%	-$77.8K	1.74%	13
2016 Q1	$3.32M	Buy	+50,261	New	+$3.11M	1.72%	13

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Financial Management Professionals's REZ Position: Q1 2020 in Review

Financial Management Professionals sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2020, closing a stake of 47,206 shares — an estimated $3.56M sold.

Financial Management Professionals first reported a position in REZ in Q1 2016 and held it in 6 quarters. The position peaked at $3.99M in Q3 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2020.

Financial Management Professionals reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Financial Management Professionals sold 47,206 iShares Residential and Multisector Real Estate ETF shares in Q1 2020, an estimated $3.56M.
Financial Management Professionals first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and held it in 6 quarters.
Financial Management Professionals's iShares Residential and Multisector Real Estate ETF position peaked at $3.99M in Q3 2019.
94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2020.

Based on Financial Management Professionals's 13F filing for Q1 2020, filed 24 Apr 2020.