Niemann Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Niemann Capital 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
2020 Q1	–	Sell	-31,272	Closed	-$2.36M	–	44
2019 Q4	$2.36M	Sell	31,272 -264,365	-89%	-$20.5M	1.89%	19
2019 Q3	$23.5M	Buy	295,637 +18,542	+7%	+$1.43M	17.03%	2
2019 Q2	$20.9M	Sell	277,095 -95,376	-26%	-$6.82M	15.38%	1
2019 Q1	$26.4M	Buy	+372,471	New	+$25.3M	17.71%	2
2015 Q2	–	Sell	-367,507	Closed	-$22.8M	–	26
2015 Q1	$22.8M	Buy	367,507 +75,814	+26%	+$4.73M	15.43%	1
2014 Q4	$17.2M	Buy	+291,693	New	+$16.6M	12.22%	3

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Niemann Capital Management's REZ Position: Q1 2020 in Review

Niemann Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2020, closing a stake of 31,272 shares — an estimated $2.36M sold.

Niemann Capital Management first reported a position in REZ in Q4 2014 and held it in 6 quarters. The position peaked at $26.4M in Q1 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2020.

Niemann Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Niemann Capital Management sold 31,272 iShares Residential and Multisector Real Estate ETF shares in Q1 2020, an estimated $2.36M.
Niemann Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and held it in 6 quarters.
Niemann Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $26.4M in Q1 2019.
94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2020.

Based on Niemann Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.