Advisors Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Advisors Asset Management’s Portfolio REM Stock Details REM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-87	Closed	-$2.16K	–	1580
2020 Q2	$2.16K	Hold	87	–	–	﹤0.01%	1529
2020 Q1	$1.63K	Hold	87	–	–	﹤0.01%	1470
2019 Q4	$3.87K	Hold	87	–	–	﹤0.01%	1515
2019 Q3	$3.67K	Hold	87	–	–	﹤0.01%	1530
2019 Q2	$3.22K	Hold	87	–	–	﹤0.01%	1510
2019 Q1	$3.77K	Hold	87	–	–	﹤0.01%	1527
2018 Q4	$3K	Hold	87	–	–	﹤0.01%	1564
2018 Q3	$4K	Hold	87	–	–	﹤0.01%	1549
2018 Q2	$4K	Hold	87	–	–	﹤0.01%	1555
2018 Q1	$4K	Hold	87	–	–	﹤0.01%	1490
2017 Q4	$4K	Hold	87	–	–	﹤0.01%	1475
2017 Q3	$4K	Hold	87	–	–	﹤0.01%	1478
2017 Q2	$4K	Hold	87	–	–	﹤0.01%	1533
2017 Q1	$4K	Hold	87	–	–	﹤0.01%	1524
2016 Q4	$4K	Sell	87 -1	-1%	-$42	﹤0.01%	1829
2016 Q3	$4K	Hold	88	–	–	﹤0.01%	1817
2016 Q2	$4K	Hold	88	–	–	﹤0.01%	1834
2016 Q1	$3K	Hold	88	–	–	﹤0.01%	1779
2015 Q4	$3K	Hold	88	–	–	﹤0.01%	1878
2015 Q3	$3K	Buy	+88	New	+$3.75K	﹤0.01%	1860

Other funds holding REM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Advisors Asset Management's REM Position: Q3 2020 in Review

Advisors Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2020, closing a stake of 87 shares — an estimated $2.16K sold.

Advisors Asset Management first reported a position in REM in Q3 2015 and held it in 20 quarters. The position peaked at $4K in Q3 2018. 146 funds tracked by Wall St. Rank hold REM as of Q3 2020.

Advisors Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Advisors Asset Management sold 87 iShares Mortgage Real Estate ETF shares in Q3 2020, an estimated $2.16K.
Advisors Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2015 and held it in 20 quarters.
Advisors Asset Management's iShares Mortgage Real Estate ETF position peaked at $4K in Q3 2018.
146 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2020.

Based on Advisors Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.