Koshinski Asset Management
REZ icon

Koshinski Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Koshinski Asset Management’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
2018
Q4 		– Sell
-15,769
Closed -$992K – 485
2018
Q3 		$992K Buy
15,769
+7,552
+92% +$482K 0.14% 213
2018
Q2 		$518K Buy
+8,217
New +$488K 0.16% 196
2017
Q4 		– Sell
-3,417
Closed -$217K – 430
2017
Q3 		$217K Buy
+3,417
New +$221K 0.07% 343
2016
Q2 		– Sell
-3,497
Closed -$231K – 265
2016
Q1 		$231K Hold
3,497
– – 0.15% 192
2015
Q4 		$222K Buy
+3,497
New +$214K 0.16% 187
2015
Q3 		– Sell
-3,582
Closed -$201K – 240
2015
Q2 		$201K Sell
3,582
-1,016
-22% -$60.3K 0.13% 219
2015
Q1 		$286K Sell
4,598
-6,405
-58% -$400K 0.19% 164
2014
Q4 		$648K Buy
+11,003
New +$626K 0.37% 73

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Koshinski Asset Management's REZ Position: Q4 2018 in Review

Koshinski Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2018, closing a stake of 15,769 shares — an estimated $992K sold.

Koshinski Asset Management first reported a position in REZ in Q4 2014 and held it in 8 quarters. The position peaked at $992K in Q3 2018. 63 funds tracked by Wall St. Rank hold REZ as of Q4 2018.

  • Koshinski Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Koshinski Asset Management sold 15,769 iShares Residential and Multisector Real Estate ETF shares in Q4 2018, an estimated $992K.
  • Koshinski Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and held it in 8 quarters.
  • Koshinski Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $992K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2018.

Based on Koshinski Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.