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Transamerica Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Transamerica Financial 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
Q1 		– Sell
-5,265
Closed -$335K – 842
2015
Q4 		$335K Buy
+5,265
New +$322K 0.02% 273

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Wells Fargo
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Morgan Stanley
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RJA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Transamerica Financial Advisors's REZ Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2016, closing a stake of 5,265 shares — an estimated $335K sold.

Transamerica Financial Advisors first reported a position in REZ in Q4 2015 and held it in 1 quarter. The position peaked at $335K in Q4 2015. 69 funds tracked by Wall St. Rank hold REZ as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5,265 iShares Residential and Multisector Real Estate ETF shares in Q1 2016, an estimated $335K.
  • Transamerica Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $335K in Q4 2015.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.