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

TRUE Private 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
Q3 		– Sell
-45,425
Closed -$3.07M – 153
2016
Q2 		$3.07M Sell
45,425
-7,528
-14% -$488K 1.03% 21
2016
Q1 		$3.49M Buy
+52,953
New +$3.27M 1.36% 15

Other funds holding REZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TRUE Private Wealth Advisors's REZ Position: Q3 2016 in Review

TRUE Private Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2016, closing a stake of 45,425 shares — an estimated $3.07M sold.

TRUE Private Wealth Advisors first reported a position in REZ in Q1 2016 and held it in 2 quarters. The position peaked at $3.49M in Q1 2016. 69 funds tracked by Wall St. Rank hold REZ as of Q3 2016.

  • TRUE Private Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 45,425 iShares Residential and Multisector Real Estate ETF shares in Q3 2016, an estimated $3.07M.
  • TRUE Private Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3.49M in Q1 2016.
  • 69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.