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Placemark Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Placemark Investments’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
Q1 		– Sell
-4,576
Closed -$206K – 1651
2013
Q4 		$206K Sell
4,576
-493
-10% -$23.5K ﹤0.01% 1512
2013
Q3 		$243K Buy
5,069
+708
+16% +$35.1K ﹤0.01% 1402
2013
Q2 		$223K Buy
+4,361
New +$231K ﹤0.01% 1402

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Placemark Investments's REZ Position: Q1 2014 in Review

Placemark Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2014, closing a stake of 4,576 shares — an estimated $206K sold.

Placemark Investments first reported a position in REZ in Q2 2013 and held it in 3 quarters. The position peaked at $243K in Q3 2013. 52 funds tracked by Wall St. Rank hold REZ as of Q1 2014.

  • Placemark Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • Placemark Investments sold 4,576 iShares Residential and Multisector Real Estate ETF shares in Q1 2014, an estimated $206K.
  • Placemark Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and held it in 3 quarters.
  • Placemark Investments's iShares Residential and Multisector Real Estate ETF position peaked at $243K in Q3 2013.
  • 52 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2014.

Based on Placemark Investments's 13F filing for Q1 2014, filed 9 May 2014.