TWA
REZ icon

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

TCI 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
2016
Q2 		– Sell
-840
Closed -$55K – 1364
2016
Q1 		$55K Buy
+840
New +$51.9K 0.03% 292

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TCI Wealth Advisors's REZ Position: Q2 2016 in Review

TCI Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2016, closing a stake of 840 shares — an estimated $55K sold.

TCI Wealth Advisors first reported a position in REZ in Q1 2016 and held it in 1 quarter. The position peaked at $55K in Q1 2016. 75 funds tracked by Wall St. Rank hold REZ as of Q2 2016.

  • TCI Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 840 iShares Residential and Multisector Real Estate ETF shares in Q2 2016, an estimated $55K.
  • TCI Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $55K in Q1 2016.
  • 75 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.