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Harvest Investment Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Harvest Investment Services’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
2019
Q4 		– Sell
-2,728
Closed -$215K – 173
2019
Q3 		$215K Buy
+2,728
New +$210K 0.11% 146

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Ameriprise
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UBS Group
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Royal Bank of Canada
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CIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Investment Services's REZ Position: Q4 2019 in Review

Harvest Investment Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2019, closing a stake of 2,728 shares — an estimated $215K sold.

Harvest Investment Services first reported a position in REZ in Q3 2019 and held it in 1 quarter. The position peaked at $215K in Q3 2019. 105 funds tracked by Wall St. Rank hold REZ as of Q4 2019.

  • Harvest Investment Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Investment Services sold 2,728 iShares Residential and Multisector Real Estate ETF shares in Q4 2019, an estimated $215K.
  • Harvest Investment Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Harvest Investment Services's iShares Residential and Multisector Real Estate ETF position peaked at $215K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2019.

Based on Harvest Investment Services's 13F filing for Q4 2019, filed 17 Jan 2020.