TFS
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Thoroughbred Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Thoroughbred Financial Services’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
-8,549
Closed -$679K – 249
2019
Q3 		$679K Buy
+8,549
New +$658K 0.26% 108

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Bank of America
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LPL Financial
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Morgan Stanley
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Ameriprise
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thoroughbred Financial Services's REZ Position: Q4 2019 in Review

Thoroughbred Financial Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2019, closing a stake of 8,549 shares — an estimated $679K sold.

Thoroughbred Financial Services first reported a position in REZ in Q3 2019 and held it in 1 quarter. The position peaked at $679K in Q3 2019. 105 funds tracked by Wall St. Rank hold REZ as of Q4 2019.

  • Thoroughbred Financial Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Thoroughbred Financial Services sold 8,549 iShares Residential and Multisector Real Estate ETF shares in Q4 2019, an estimated $679K.
  • Thoroughbred Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 1 quarter.
  • Thoroughbred Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $679K in Q3 2019.
  • 105 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2019.

Based on Thoroughbred Financial Services's 13F filing for Q4 2019, filed 5 Feb 2020.