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

United Capital 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	-3,642	Closed	-$231K	–	1265
2015 Q4	$231K	Buy	+3,642	New	+$223K	﹤0.01%	1094
2015 Q3	–	Sell	-3,709	Closed	-$208K	–	1304
2015 Q2	$208K	Sell	3,709 -199,384	-98%	-$11.8M	﹤0.01%	1177
2015 Q1	$12M	Buy	203,093 +131,762	+185%	+$8.22M	0.15%	174
2014 Q4	$4.2M	Buy	+71,331	New	+$4.06M	0.06%	283

Other funds holding REZ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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 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

United Capital Financial Advisors's REZ Position: Q1 2016 in Review

United Capital Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2016, closing a stake of 3,642 shares — an estimated $231K sold.

United Capital Financial Advisors first reported a position in REZ in Q4 2014 and held it in 4 quarters. The position peaked at $12M in Q1 2015. 69 funds tracked by Wall St. Rank hold REZ as of Q1 2016.

United Capital Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2016 after selling out during the quarter.
United Capital Financial Advisors sold 3,642 iShares Residential and Multisector Real Estate ETF shares in Q1 2016, an estimated $231K.
United Capital Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and held it in 4 quarters.
United Capital Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $12M in Q1 2015.
69 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2016.

Based on United Capital Financial Advisors's 13F filing for Q1 2016, filed 11 May 2016.