Westside Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Westside Investment 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
2018 Q1	–	Sell	-800	Closed	-$48.6K	–	839
2017 Q4	$48.6K	Sell	800 -200	-20%	-$12.7K	0.03%	289
2017 Q3	$63.6K	Hold	1,000	–	–	0.04%	251
2017 Q2	$63.3K	Hold	1,000	–	–	0.04%	241
2017 Q1	$63.7K	Buy	1,000 +200	+25%	+$12.5K	0.03%	239
2016 Q4	$49K	Buy	+800	New	+$48.8K	0.03%	187

Other funds holding REZ

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westside Investment Management's REZ Position: Q1 2018 in Review

Westside Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2018, closing a stake of 800 shares — an estimated $48.6K sold.

Westside Investment Management first reported a position in REZ in Q4 2016 and held it in 5 quarters. The position peaked at $63.7K in Q1 2017. 61 funds tracked by Wall St. Rank hold REZ as of Q1 2018.

Westside Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Westside Investment Management sold 800 iShares Residential and Multisector Real Estate ETF shares in Q1 2018, an estimated $48.6K.
Westside Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2016 and held it in 5 quarters.
Westside Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $63.7K in Q1 2017.
61 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.