Snowden Capital Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Snowden Capital Advisors’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 Q1	–	Sell	-31,437	Closed	-$1.95M	–	360
2016 Q4	$1.95M	Sell	31,437 -771	-2%	-$47K	0.49%	60
2016 Q3	$2.11M	Buy	32,208 +848	+3%	+$56.8K	0.57%	53
2016 Q2	$2.12M	Buy	+31,360	New	+$2.03M	0.64%	45

Other funds holding REZ

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Snowden Capital Advisors's REZ Position: Q1 2017 in Review

Snowden Capital Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2017, closing a stake of 31,437 shares — an estimated $1.95M sold.

Snowden Capital Advisors first reported a position in REZ in Q2 2016 and held it in 3 quarters. The position peaked at $2.12M in Q2 2016. 61 funds tracked by Wall St. Rank hold REZ as of Q1 2017.

Snowden Capital Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2017 after selling out during the quarter.
Snowden Capital Advisors sold 31,437 iShares Residential and Multisector Real Estate ETF shares in Q1 2017, an estimated $1.95M.
Snowden Capital Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2016 and held it in 3 quarters.
Snowden Capital Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.12M in Q2 2016.
61 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2017.

Based on Snowden Capital Advisors's 13F filing for Q1 2017, filed 8 Jan 2024.