WB
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Webster Bank’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Webster Bank’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 		– Sell
-897
Closed -$65K – 517
2019
Q2 		$65K Buy
+897
New +$64.2K 0.01% 287

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

Webster Bank's REZ Position: Q3 2019 in Review

Webster Bank sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2019, closing a stake of 897 shares — an estimated $65K sold.

Webster Bank first reported a position in REZ in Q2 2019 and held it in 1 quarter. The position peaked at $65K in Q2 2019. 99 funds tracked by Wall St. Rank hold REZ as of Q3 2019.

  • Webster Bank reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Webster Bank sold 897 iShares Residential and Multisector Real Estate ETF shares in Q3 2019, an estimated $65K.
  • Webster Bank first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • Webster Bank's iShares Residential and Multisector Real Estate ETF position peaked at $65K in Q2 2019.
  • 99 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2019.

Based on Webster Bank's 13F filing for Q3 2019, filed 2 Oct 2019.