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Segment Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Segment Wealth 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
2019
Q2 		– Sell
-38,283
Closed -$2.71M – 202
2019
Q1 		$2.71M Buy
38,283
+520
+1% +$35.3K 0.57% 63
2018
Q4 		$2.35M Buy
+37,763
New +$2.4M 0.59% 59

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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

Segment Wealth Management's REZ Position: Q2 2019 in Review

Segment Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2019, closing a stake of 38,283 shares — an estimated $2.71M sold.

Segment Wealth Management first reported a position in REZ in Q4 2018 and held it in 2 quarters. The position peaked at $2.71M in Q1 2019. 87 funds tracked by Wall St. Rank hold REZ as of Q2 2019.

  • Segment Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Segment Wealth Management sold 38,283 iShares Residential and Multisector Real Estate ETF shares in Q2 2019, an estimated $2.71M.
  • Segment Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2018 and held it in 2 quarters.
  • Segment Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $2.71M in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2019.

Based on Segment Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.