Stratos Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Stratos Wealth 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
2019 Q4	–	Sell	-27,614	Closed	-$2.19M	–	219
2019 Q3	$2.19M	Buy	27,614 +3,457	+14%	+$266K	0.84%	25
2019 Q2	$1.76M	Buy	24,157 +218	+0.9%	+$15.6K	0.7%	27
2019 Q1	$1.69M	Sell	23,939 -2,633	-10%	-$179K	0.92%	21
2018 Q4	$1.66M	Buy	+26,572	New	+$1.69M	1.1%	18

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's REZ Position: Q4 2019 in Review

Stratos Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2019, closing a stake of 27,614 shares — an estimated $2.19M sold.

Stratos Wealth Advisors first reported a position in REZ in Q4 2018 and held it in 4 quarters. The position peaked at $2.19M in Q3 2019. 105 funds tracked by Wall St. Rank hold REZ as of Q4 2019.

Stratos Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2019 after selling out during the quarter.
Stratos Wealth Advisors sold 27,614 iShares Residential and Multisector Real Estate ETF shares in Q4 2019, an estimated $2.19M.
Stratos Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2018 and held it in 4 quarters.
Stratos Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.19M in Q3 2019.
105 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2019.

Based on Stratos Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.