LWM
REZ icon

Lenox Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Lenox Wealth 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
2019
Q2 		– Sell
-1
Closed – – 714
2019
Q1 		$0 Buy
+1
New +$68 ﹤0.01% 705

Other funds holding REZ

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NCM
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Management's REZ Position: Q2 2019 in Review

Lenox Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2019, closing a stake of 1 share.

Lenox Wealth Management first reported a position in REZ in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 87 funds tracked by Wall St. Rank hold REZ as of Q2 2019.

  • Lenox Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 1 iShares Residential and Multisector Real Estate ETF share in Q2 2019.
  • Lenox Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $0 in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.