GSC
REZ icon

Ground Swell Capital’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ground Swell Capital’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
Q3 		$36K Buy
+713
New +$38.4K 0.07% 303

Other funds holding REZ

HC
Highmount Capital New York $391M AUM 2.64% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ground Swell Capital's REZ Position: Q3 2014 in Review

Ground Swell Capital opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2014: 713 shares worth $36K. The stake represents 0.07% of the portfolio and ranks #303 among its holdings.

55 funds tracked by Wall St. Rank hold REZ as of Q3 2014.

  • Ground Swell Capital held 713 shares of iShares Residential and Multisector Real Estate ETF worth $36K as of Q3 2014.
  • iShares Residential and Multisector Real Estate ETF was a new Ground Swell Capital position in Q3 2014.
  • iShares Residential and Multisector Real Estate ETF made up 0.07% of Ground Swell Capital's portfolio in Q3 2014, its #303 holding.
  • 55 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.