JGC
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J. Goldman & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-20,000
Closed -$1.19M – 290
2015
Q3 		$1.19M Buy
+20,000
New +$1.17M 0.1% 166

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's REZ Position: Q4 2015 in Review

J. Goldman & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2015, closing a stake of 20,000 shares — an estimated $1.19M sold.

J. Goldman & Co first reported a position in REZ in Q3 2015 and held it in 1 quarter. The position peaked at $1.19M in Q3 2015. 67 funds tracked by Wall St. Rank hold REZ as of Q4 2015.

  • J. Goldman & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • J. Goldman & Co sold 20,000 iShares Residential and Multisector Real Estate ETF shares in Q4 2015, an estimated $1.19M.
  • J. Goldman & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2015 and held it in 1 quarter.
  • J. Goldman & Co's iShares Residential and Multisector Real Estate ETF position peaked at $1.19M in Q3 2015.
  • 67 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2015.

Based on J. Goldman & Co's 13F filing for Q4 2015, filed 10 Feb 2016.