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Archford Capital Strategies’s iShares Mortgage Real Estate ETF REM Stock Holding History

Archford Capital Strategies’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
2018
Q2 		– Sell
-2,536
Closed -$115K – 731
2018
Q1 		$115K Buy
+2,536
New +$108K 0.05% 159
2017
Q2 		– Sell
-1,150
Closed -$52K – 530
2017
Q1 		$52K Buy
1,150
+150
+15% +$6.6K 0.02% 285
2016
Q4 		$42K Buy
+1,000
New +$41.9K 0.02% 264

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Archford Capital Strategies's REM Position: Q2 2018 in Review

Archford Capital Strategies sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2018, closing a stake of 2,536 shares — an estimated $115K sold.

Archford Capital Strategies first reported a position in REM in Q4 2016 and held it in 3 quarters. The position peaked at $115K in Q1 2018. 136 funds tracked by Wall St. Rank hold REM as of Q2 2018.

  • Archford Capital Strategies reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 2,536 iShares Mortgage Real Estate ETF shares in Q2 2018, an estimated $115K.
  • Archford Capital Strategies first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and held it in 3 quarters.
  • Archford Capital Strategies's iShares Mortgage Real Estate ETF position peaked at $115K in Q1 2018.
  • 136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2018.

Based on Archford Capital Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.