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Wealth & Pension Services Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Wealth & Pension Services Group’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
Q3 		$250K Buy
+3,150
New +$242K 0.18% 107

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth & Pension Services Group's REZ Position: Q3 2019 in Review

Wealth & Pension Services Group opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2019: 3,150 shares worth $250K. The stake represents 0.18% of the portfolio and ranks #107 among its holdings.

99 funds tracked by Wall St. Rank hold REZ as of Q3 2019.

  • Wealth & Pension Services Group held 3,150 shares of iShares Residential and Multisector Real Estate ETF worth $250K as of Q3 2019.
  • iShares Residential and Multisector Real Estate ETF was a new Wealth & Pension Services Group position in Q3 2019.
  • iShares Residential and Multisector Real Estate ETF made up 0.18% of Wealth & Pension Services Group's portfolio in Q3 2019, its #107 holding.
  • 99 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.