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Howe & Rusling’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Howe & Rusling’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
2017
Q2 		– Sell
-100
Closed -$6K – 1008
2017
Q1 		$6K Buy
+100
New +$6.23K ﹤0.01% 629

Other funds holding REZ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Howe & Rusling's REZ Position: Q2 2017 in Review

Howe & Rusling sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2017, closing a stake of 100 shares — an estimated $6K sold.

Howe & Rusling first reported a position in REZ in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 65 funds tracked by Wall St. Rank hold REZ as of Q2 2017.

  • Howe & Rusling reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Howe & Rusling sold 100 iShares Residential and Multisector Real Estate ETF shares in Q2 2017, an estimated $6K.
  • Howe & Rusling first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Howe & Rusling's iShares Residential and Multisector Real Estate ETF position peaked at $6K in Q1 2017.
  • 65 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2017.

Based on Howe & Rusling's 13F filing for Q2 2017, filed 13 Jul 2017.