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WealthSource Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-5,630
Closed -$398K – 474
2019
Q1 		$398K Buy
+5,630
New +$382K 0.09% 207
2016
Q3 		– Sell
-3,266
Closed -$220K – 293
2016
Q2 		$220K Buy
+3,266
New +$212K 0.08% 224

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthSource Partners's REZ Position: Q2 2019 in Review

WealthSource Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2019, closing a stake of 5,630 shares — an estimated $398K sold.

WealthSource Partners first reported a position in REZ in Q2 2016 and held it in 2 quarters. The position peaked at $398K in Q1 2019. 87 funds tracked by Wall St. Rank hold REZ as of Q2 2019.

  • WealthSource Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • WealthSource Partners sold 5,630 iShares Residential and Multisector Real Estate ETF shares in Q2 2019, an estimated $398K.
  • WealthSource Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • WealthSource Partners's iShares Residential and Multisector Real Estate ETF position peaked at $398K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.