PIM
REZ icon

Parasol Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Parasol Investment 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
2014
Q4 		– Sell
-20
Closed -$1K – 311
2014
Q3 		$1K Hold
20
– – ﹤0.01% 284
2014
Q2 		$1K Hold
20
– – ﹤0.01% 268
2014
Q1 		$1K Hold
20
– – ﹤0.01% 252
2013
Q4 		$1K Buy
+20
New +$952 ﹤0.01% 252

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

Parasol Investment Management's REZ Position: Q4 2014 in Review

Parasol Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2014, closing a stake of 20 shares — an estimated $1K sold.

Parasol Investment Management first reported a position in REZ in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q3 2014. 50 funds tracked by Wall St. Rank hold REZ as of Q4 2014.

  • Parasol Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • Parasol Investment Management sold 20 iShares Residential and Multisector Real Estate ETF shares in Q4 2014, an estimated $1K.
  • Parasol Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2013 and held it in 4 quarters.
  • Parasol Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2014.

Based on Parasol Investment Management's 13F filing for Q4 2014, filed 15 May 2015.