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Ifrah Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ifrah Financial 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
2016
Q3 		– Sell
-6,548
Closed -$442K – 216
2016
Q2 		$442K Sell
6,548
-44
-0.7% -$2.85K 0.18% 104
2016
Q1 		$435K Sell
6,592
-136
-2% -$8.4K 0.17% 103
2015
Q4 		$427K Buy
6,728
+7
+0.1% +$428 0.17% 108
2015
Q3 		$398K Buy
+6,721
New +$395K 0.16% 115

Other funds holding REZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ifrah Financial Services's REZ Position: Q3 2016 in Review

Ifrah Financial Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2016, closing a stake of 6,548 shares — an estimated $442K sold.

Ifrah Financial Services first reported a position in REZ in Q3 2015 and held it in 4 quarters. The position peaked at $442K in Q2 2016. 69 funds tracked by Wall St. Rank hold REZ as of Q3 2016.

  • Ifrah Financial Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Ifrah Financial Services sold 6,548 iShares Residential and Multisector Real Estate ETF shares in Q3 2016, an estimated $442K.
  • Ifrah Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2015 and held it in 4 quarters.
  • Ifrah Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $442K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2016.

Based on Ifrah Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.