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MCF Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

MCF Advisors’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
2013
Q4 		– Sell
-50
Closed -$3K – 425
2013
Q3 		$3K Buy
+50
New +$2.48K ﹤0.01% 367

Other funds holding REZ

HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

MCF Advisors's REZ Position: Q4 2013 in Review

MCF Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2013, closing a stake of 50 shares — an estimated $3K sold.

MCF Advisors first reported a position in REZ in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 51 funds tracked by Wall St. Rank hold REZ as of Q4 2013.

  • MCF Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • MCF Advisors sold 50 iShares Residential and Multisector Real Estate ETF shares in Q4 2013, an estimated $3K.
  • MCF Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2013 and held it in 1 quarter.
  • MCF Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3K in Q3 2013.
  • 51 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2013.

Based on MCF Advisors's 13F filing for Q4 2013, filed 28 Oct 2014.