Wilbanks Smith & Thomas Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q4	–	Sell	-1,770	Closed	-$111K	–	1090
2018 Q3	$111K	Buy	+1,770	New	+$113K	0.01%	521

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 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

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

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

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's REZ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2018, closing a stake of 1,770 shares — an estimated $111K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in REZ in Q3 2018 and held it in 1 quarter. The position peaked at $111K in Q3 2018. 63 funds tracked by Wall St. Rank hold REZ as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 1,770 iShares Residential and Multisector Real Estate ETF shares in Q4 2018, an estimated $111K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $111K in Q3 2018.
63 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.