TFO
REZ icon

Tarbox Family Office’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Tarbox Family Office’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
2015
Q4 		– Sell
-200
Closed -$12K – 572
2015
Q3 		$12K Buy
+200
New +$11.7K 0.01% 212

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tarbox Family Office's REZ Position: Q4 2015 in Review

Tarbox Family Office sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2015, closing a stake of 200 shares — an estimated $12K sold.

Tarbox Family Office first reported a position in REZ in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 67 funds tracked by Wall St. Rank hold REZ as of Q4 2015.

  • Tarbox Family Office reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Tarbox Family Office sold 200 iShares Residential and Multisector Real Estate ETF shares in Q4 2015, an estimated $12K.
  • Tarbox Family Office first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2015 and held it in 1 quarter.
  • Tarbox Family Office's iShares Residential and Multisector Real Estate ETF position peaked at $12K in Q3 2015.
  • 67 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2015.

Based on Tarbox Family Office's 13F filing for Q4 2015, filed 29 Jan 2016.