Parkside Financial Bank & Trust’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Parkside Financial Bank & Trust’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 Q2	–	Sell	-448	Closed	-$25K	–	1653
2020 Q1	$25K	Hold	448	–	–	0.01%	517
2019 Q4	$34K	Hold	448	–	–	0.01%	511
2019 Q3	$36K	Hold	448	–	–	0.01%	473
2019 Q2	$33K	Hold	448	–	–	0.01%	494
2019 Q1	$32K	Hold	448	–	–	0.01%	483
2018 Q4	$28K	Buy	+448	New	+$28.5K	0.01%	488

Other funds holding REZ

FPTW

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KTA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Parkside Financial Bank & Trust's REZ Position: Q2 2020 in Review

Parkside Financial Bank & Trust sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2020, closing a stake of 448 shares — an estimated $25K sold.

Parkside Financial Bank & Trust first reported a position in REZ in Q4 2018 and held it in 6 quarters. The position peaked at $36K in Q3 2019. 89 funds tracked by Wall St. Rank hold REZ as of Q2 2020.

Parkside Financial Bank & Trust reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Parkside Financial Bank & Trust sold 448 iShares Residential and Multisector Real Estate ETF shares in Q2 2020, an estimated $25K.
Parkside Financial Bank & Trust first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2018 and held it in 6 quarters.
Parkside Financial Bank & Trust's iShares Residential and Multisector Real Estate ETF position peaked at $36K in Q3 2019.
89 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2020.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2020, filed 10 Aug 2020.