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Wealthcare Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-233
Closed -$14K – 762
2015
Q1 		$14K Buy
+233
New +$14.5K ﹤0.01% 458

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Capital Management's REZ Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2015, closing a stake of 233 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in REZ in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 55 funds tracked by Wall St. Rank hold REZ as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 233 iShares Residential and Multisector Real Estate ETF shares in Q2 2015, an estimated $14K.
  • Wealthcare Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $14K in Q1 2015.
  • 55 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.