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

KMS 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
2014
Q3 		$335K Buy
6,549
+1,400
+27% +$75.4K 0.05% 351
2014
Q2 		$275K Hold
5,149
– – 0.04% 408
2014
Q1 		$258K Sell
5,149
-845
-14% -$41.1K 0.04% 417
2013
Q4 		$270K Sell
5,994
-5,825
-49% -$277K 0.05% 394
2013
Q3 		$567K Buy
11,819
+929
+9% +$46K 0.14% 174
2013
Q2 		$557K Buy
+10,890
New +$578K 0.16% 159

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 $354M AUM 13.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KMS Financial Services's REZ Position: Q3 2014 in Review

KMS Financial Services increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 27% in Q3 2014, buying an estimated $75.4K and bringing the position to 6,549 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #351.

KMS Financial Services first reported a position in REZ in Q2 2013 and has held it in 6 quarters since. The position peaked at $567K in Q3 2013. 55 funds tracked by Wall St. Rank hold REZ as of Q3 2014.

  • KMS Financial Services held 6,549 shares of iShares Residential and Multisector Real Estate ETF worth $335K as of Q3 2014.
  • KMS Financial Services bought 1,400 iShares Residential and Multisector Real Estate ETF shares in Q3 2014, an estimated $75.4K.
  • iShares Residential and Multisector Real Estate ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #351 holding.
  • KMS Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $567K in Q3 2013.
  • 55 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.