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SWS Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-114
Closed -$6K – 262
2018
Q1 		$6K Buy
114
+1
+0.9% +$57 ﹤0.01% 300
2017
Q4 		$7K Buy
+113
New +$7.17K 0.01% 293

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWS Partners's REZ Position: Q2 2018 in Review

SWS Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2018, closing a stake of 114 shares — an estimated $6K sold.

SWS Partners first reported a position in REZ in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 63 funds tracked by Wall St. Rank hold REZ as of Q2 2018.

  • SWS Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 114 iShares Residential and Multisector Real Estate ETF shares in Q2 2018, an estimated $6K.
  • SWS Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • SWS Partners's iShares Residential and Multisector Real Estate ETF position peaked at $7K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.