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TD Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

TD Capital Management’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
2013
Q3 		– Sell
-300
Closed -$15K – 198
2013
Q2 		$15K Buy
+300
New +$15.9K ﹤0.01% 156

Other funds holding REZ

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HC
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FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

TD Capital Management's REZ Position: Q3 2013 in Review

TD Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2013, closing a stake of 300 shares — an estimated $15K sold.

TD Capital Management first reported a position in REZ in Q2 2013 and held it in 1 quarter. The position peaked at $15K in Q2 2013. 48 funds tracked by Wall St. Rank hold REZ as of Q3 2013.

  • TD Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • TD Capital Management sold 300 iShares Residential and Multisector Real Estate ETF shares in Q3 2013, an estimated $15K.
  • TD Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • TD Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $15K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2013.

Based on TD Capital Management's 13F filing for Q3 2013, filed 30 Oct 2013.