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

SII 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
2017
Q4 		– Sell
-3,600
Closed -$228K – 554
2017
Q3 		$228K Buy
3,600
+400
+13% +$25.9K 0.01% 525
2017
Q2 		$208K Hold
3,200
– – 0.01% 535
2017
Q1 		$202K Buy
+3,200
New +$199K 0.01% 559

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SII Investments's REZ Position: Q4 2017 in Review

SII Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2017, closing a stake of 3,600 shares — an estimated $228K sold.

SII Investments first reported a position in REZ in Q1 2017 and held it in 3 quarters. The position peaked at $228K in Q3 2017. 69 funds tracked by Wall St. Rank hold REZ as of Q4 2017.

  • SII Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 3,600 iShares Residential and Multisector Real Estate ETF shares in Q4 2017, an estimated $228K.
  • SII Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2017 and held it in 3 quarters.
  • SII Investments's iShares Residential and Multisector Real Estate ETF position peaked at $228K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.