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Winthrop Advisory Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Winthrop Advisory Group’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
Q2 		– Sell
-4,000
Closed -$225K – 84
2018
Q1 		$225K Sell
4,000
-1,700
-30% -$97.2K 0.16% 71
2017
Q4 		$336K Buy
+5,700
New +$362K 0.24% 57

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
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
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winthrop Advisory Group's REZ Position: Q2 2018 in Review

Winthrop Advisory Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2018, closing a stake of 4,000 shares — an estimated $225K sold.

Winthrop Advisory Group first reported a position in REZ in Q4 2017 and held it in 2 quarters. The position peaked at $336K in Q4 2017. 63 funds tracked by Wall St. Rank hold REZ as of Q2 2018.

  • Winthrop Advisory Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Winthrop Advisory Group sold 4,000 iShares Residential and Multisector Real Estate ETF shares in Q2 2018, an estimated $225K.
  • Winthrop Advisory Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and held it in 2 quarters.
  • Winthrop Advisory Group's iShares Residential and Multisector Real Estate ETF position peaked at $336K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2018.

Based on Winthrop Advisory Group's 13F filing for Q2 2018, filed 7 Aug 2018.