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Psagot Value Holdings’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Psagot Value Holdings’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
2016
Q3 		– Sell
-9
Closed -$1K – 390
2016
Q2 		$1K Buy
+9
New +$583 ﹤0.01% 342

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Psagot Value Holdings's REZ Position: Q3 2016 in Review

Psagot Value Holdings sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2016, closing a stake of 9 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in REZ in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 69 funds tracked by Wall St. Rank hold REZ as of Q3 2016.

  • Psagot Value Holdings reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Psagot Value Holdings sold 9 iShares Residential and Multisector Real Estate ETF shares in Q3 2016, an estimated $1K.
  • Psagot Value Holdings first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2016 and held it in 1 quarter.
  • Psagot Value Holdings's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2016.

Based on Psagot Value Holdings's 13F filing for Q3 2016, filed 14 Nov 2016.