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

Paracle 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
2014
Q4 		– Sell
-5,762
Closed -$294K – 45
2014
Q3 		$294K Buy
+5,762
New +$310K 0.23% 30

Other funds holding REZ

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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

Paracle Advisors's REZ Position: Q4 2014 in Review

Paracle Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2014, closing a stake of 5,762 shares — an estimated $294K sold.

Paracle Advisors first reported a position in REZ in Q3 2014 and held it in 1 quarter. The position peaked at $294K in Q3 2014. 50 funds tracked by Wall St. Rank hold REZ as of Q4 2014.

  • Paracle Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • Paracle Advisors sold 5,762 iShares Residential and Multisector Real Estate ETF shares in Q4 2014, an estimated $294K.
  • Paracle Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2014 and held it in 1 quarter.
  • Paracle Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $294K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2014.

Based on Paracle Advisors's 13F filing for Q4 2014, filed 11 Aug 2015.