Fusion Investment Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Fusion Investment Group’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
2015 Q3	–	Sell	-617	Closed	-$35K	–	190
2015 Q2	$35K	Buy	+617	New	+$36.6K	0.03%	136
2014 Q4	–	Sell	-617	Closed	-$32K	–	180
2014 Q3	$32K	Hold	617	–	–	0.03%	124
2014 Q2	$33K	Hold	617	–	–	0.03%	140
2014 Q1	$31K	Buy	+617	New	+$30K	0.03%	145

Other funds holding REZ

FPTW

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Fusion Investment Group's REZ Position: Q3 2015 in Review

Fusion Investment Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2015, closing a stake of 617 shares — an estimated $35K sold.

Fusion Investment Group first reported a position in REZ in Q1 2014 and held it in 4 quarters. The position peaked at $35K in Q2 2015. 55 funds tracked by Wall St. Rank hold REZ as of Q3 2015.

Fusion Investment Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 617 iShares Residential and Multisector Real Estate ETF shares in Q3 2015, an estimated $35K.
Fusion Investment Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2014 and held it in 4 quarters.
Fusion Investment Group's iShares Residential and Multisector Real Estate ETF position peaked at $35K in Q2 2015.
55 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.