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Atria Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

Atria Investments’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
2019
Q1 		– Sell
-17,023
Closed -$680K – 1010
2018
Q4 		$680K Sell
17,023
-16,055
-49% -$681K 0.03% 407
2018
Q3 		$1.44M Buy
+33,078
New +$1.48M 0.06% 304
2017
Q4 		– Sell
-11,929
Closed -$559K – 874
2017
Q3 		$559K Sell
11,929
-1,089
-8% -$50.9K 0.03% 434
2017
Q2 		$604K Sell
13,018
-1,861
-13% -$86.4K 0.04% 388
2017
Q1 		$674K Buy
14,879
+740
+5% +$32.6K 0.04% 333
2016
Q4 		$595K Buy
14,139
+1,790
+14% +$75K 0.05% 311
2016
Q3 		$519K Buy
12,349
+8,926
+261% +$379K 0.05% 307
2016
Q2 		$138K Buy
+3,423
New +$137K 0.01% 455
2015
Q1 		– Sell
-4,122
Closed -$193K – 436
2014
Q4 		$193K Sell
4,122
-434
-10% -$21.3K 0.02% 405
2014
Q3 		$215K Sell
4,556
-751
-14% -$37.7K 0.02% 428
2014
Q2 		$268K Buy
5,307
+1,749
+49% +$87.5K 0.03% 357
2014
Q1 		$174K Buy
3,558
+6
+0.2% +$296 0.02% 418
2013
Q4 		$164K Buy
3,552
+679
+24% +$32.1K 0.02% 434
2013
Q3 		$138K Buy
+2,873
New +$140K 0.01% 439

Other funds holding REM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's REM Position: Q1 2019 in Review

Atria Investments sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2019, closing a stake of 17,023 shares — an estimated $680K sold.

Atria Investments first reported a position in REM in Q3 2013 and held it in 14 quarters. The position peaked at $1.44M in Q3 2018. 148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

  • Atria Investments reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 17,023 iShares Mortgage Real Estate ETF shares in Q1 2019, an estimated $680K.
  • Atria Investments first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and held it in 14 quarters.
  • Atria Investments's iShares Mortgage Real Estate ETF position peaked at $1.44M in Q3 2018.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.