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StoneX Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

StoneX Group’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
-3,474
Closed -$221K – 209
2017
Q3 		$221K Sell
3,474
-14
-0.4% -$905 0.28% 148
2017
Q2 		$227K Buy
+3,488
New +$226K 0.07% 338

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

StoneX Group's REZ Position: Q4 2017 in Review

StoneX Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2017, closing a stake of 3,474 shares — an estimated $221K sold.

StoneX Group first reported a position in REZ in Q2 2017 and held it in 2 quarters. The position peaked at $227K in Q2 2017. 69 funds tracked by Wall St. Rank hold REZ as of Q4 2017.

  • StoneX Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • StoneX Group sold 3,474 iShares Residential and Multisector Real Estate ETF shares in Q4 2017, an estimated $221K.
  • StoneX Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2017 and held it in 2 quarters.
  • StoneX Group's iShares Residential and Multisector Real Estate ETF position peaked at $227K in Q2 2017.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2017.

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