SFS
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Signator Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Signator Financial Services’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
2013
Q3 		$11K Hold
225
– – 0.01% 190
2013
Q2 		$12K Buy
+225
New +$11.9K 0.01% 177

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HC
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FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Signator Financial Services's REZ Position: Q3 2013 in Review

Signator Financial Services held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q3 2013 at 225 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #190.

Signator Financial Services first reported a position in REZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $12K in Q2 2013. 48 funds tracked by Wall St. Rank hold REZ as of Q3 2013.

  • Signator Financial Services held 225 shares of iShares Residential and Multisector Real Estate ETF worth $11K as of Q3 2013.
  • Signator Financial Services left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q3 2013.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #190 holding.
  • Signator Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $12K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.