Winslow Evans & Crocker’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$9K	Buy	130 +85	+189%	+$5.56K	﹤0.01%	973
2020 Q3	$3K	Sell	45 -40	-47%	-$2.46K	﹤0.01%	963
2020 Q2	$5K	Sell	85 -1	-1%	-$59	﹤0.01%	893
2020 Q1	$6K	Hold	86	–	–	﹤0.01%	833
2019 Q4	$8K	Buy	86 +40	+87%	+$3.1K	﹤0.01%	884
2019 Q3	$4K	Buy	+46	New	+$3.54K	﹤0.01%	1006
2018 Q1	–	Sell	-324	Closed	-$20.1K	–	1151
2017 Q4	$20.1K	Hold	324	–	–	0.01%	656
2017 Q3	$20.5K	Sell	324 -1,109	-77%	-$71.7K	0.01%	654
2017 Q2	$93.2K	Buy	1,433 +675	+89%	+$43.8K	0.03%	446
2017 Q1	$47.9K	Buy	758 +94	+14%	+$5.86K	0.02%	544
2016 Q4	$41.1K	Hold	664	–	–	0.01%	574
2016 Q3	$43.4K	Sell	664 -114	-15%	-$7.63K	0.01%	569
2016 Q2	$52.5K	Hold	778	–	–	0.02%	503
2016 Q1	$51.3K	Buy	778 +294	+61%	+$18.2K	0.02%	497
2015 Q4	$30.6K	Buy	484 +416	+612%	+$25.4K	0.01%	641
2015 Q3	$4.03K	Hold	68	–	–	﹤0.01%	1071
2015 Q2	$3.81K	Hold	68	–	–	﹤0.01%	1128
2015 Q1	$4.23K	Hold	68	–	–	﹤0.01%	1071
2014 Q4	$4.01K	Hold	68	–	–	﹤0.01%	1085
2014 Q3	$3.48K	Hold	68	–	–	﹤0.01%	1170
2014 Q2	$3.63K	Sell	68 -209	-75%	-$11K	﹤0.01%	1096
2014 Q1	$13.9K	Hold	277	–	–	﹤0.01%	759
2013 Q4	$12K	Buy	+277	New	+$13.2K	﹤0.01%	853

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 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

AAM

Ascension Asset Management New York $191M AUM

Winslow Evans & Crocker's REZ Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 189% in Q4 2020, buying an estimated $5.56K and bringing the position to 130 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Winslow Evans & Crocker first reported a position in REZ in Q4 2013 and has held it in 23 quarters since. The position peaked at $93.2K in Q2 2017. 94 funds tracked by Wall St. Rank hold REZ as of Q4 2020.

Winslow Evans & Crocker held 130 shares of iShares Residential and Multisector Real Estate ETF worth $9K as of Q4 2020.
Winslow Evans & Crocker bought 85 iShares Residential and Multisector Real Estate ETF shares in Q4 2020, an estimated $5.56K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #973 holding.
Winslow Evans & Crocker first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2013 and has held it in 23 quarters since.
Winslow Evans & Crocker's iShares Residential and Multisector Real Estate ETF position peaked at $93.2K in Q2 2017.
94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.