WFG Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

WFG Advisors’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
2017 Q2	$5K	Buy	70 +23	+49%	+$1.49K	﹤0.01%	1290
2017 Q1	$3K	Hold	47	–	–	﹤0.01%	1290
2016 Q4	$3K	Sell	47 -422	-90%	-$25.7K	﹤0.01%	1366
2016 Q3	$31K	Buy	469 +461	+5,763%	+$30.9K	0.01%	831
2016 Q2	$1K	Hold	8	–	–	﹤0.01%	1480
2016 Q1	$1K	Buy	+8	New	+$494	﹤0.01%	1444
2013 Q3	–	Sell	-453	Closed	-$23K	–	2236
2013 Q2	$23K	Buy	+453	New	+$24K	﹤0.01%	1168

Other funds holding REZ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

BFEC

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

IFA

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

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

WFG Advisors's REZ Position: Q2 2017 in Review

WFG Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 49% in Q2 2017, buying an estimated $1.49K and bringing the position to 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

WFG Advisors first reported a position in REZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $31K in Q3 2016. 65 funds tracked by Wall St. Rank hold REZ as of Q2 2017.

WFG Advisors held 70 shares of iShares Residential and Multisector Real Estate ETF worth $5K as of Q2 2017.
WFG Advisors bought 23 iShares Residential and Multisector Real Estate ETF shares in Q2 2017, an estimated $1.49K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1290 holding.
WFG Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
WFG Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $31K in Q3 2016.
65 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.