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Mariner Independent Advisor Network’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-3,415
Closed -$216K – 301
2017
Q1 		$216K Buy
+3,415
New +$213K 0.03% 242

Other funds holding REZ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's REZ Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2017, closing a stake of 3,415 shares — an estimated $216K sold.

Mariner Independent Advisor Network first reported a position in REZ in Q1 2017 and held it in 1 quarter. The position peaked at $216K in Q1 2017. 65 funds tracked by Wall St. Rank hold REZ as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 3,415 iShares Residential and Multisector Real Estate ETF shares in Q2 2017, an estimated $216K.
  • Mariner Independent Advisor Network first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's iShares Residential and Multisector Real Estate ETF position peaked at $216K in Q1 2017.
  • 65 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.