Aviance Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Aviance Capital 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
2019 Q1	$565K	Buy	13,030 +3,049	+31%	+$131K	0.08%	123
2018 Q4	$399K	Sell	9,981 -1,693	-15%	-$71.9K	0.06%	127
2018 Q3	$509K	Sell	11,674 -1,372	-11%	-$61.2K	0.05%	124
2018 Q2	$567K	Sell	13,046 -915	-7%	-$39.6K	0.05%	127
2018 Q1	$593K	Sell	13,961 -1,334	-9%	-$56.8K	0.05%	152
2017 Q4	$691K	Sell	15,295 -4,352	-22%	-$200K	0.05%	138
2017 Q3	$920K	Sell	19,647 -2,418	-11%	-$113K	0.06%	123
2017 Q2	$1.02M	Buy	+22,065	New	+$1.02M	0.06%	123

Other funds holding REM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

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

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

Aviance Capital Management's REM Position: Q1 2019 in Review

Aviance Capital Management increased its iShares Mortgage Real Estate ETF (REM) stake by 31% in Q1 2019, buying an estimated $131K and bringing the position to 13,030 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #123.

Aviance Capital Management first reported a position in REM in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2017. 148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

Aviance Capital Management held 13,030 shares of iShares Mortgage Real Estate ETF worth $565K as of Q1 2019.
Aviance Capital Management bought 3,049 iShares Mortgage Real Estate ETF shares in Q1 2019, an estimated $131K.
iShares Mortgage Real Estate ETF made up 0.08% of Aviance Capital Management's portfolio in Q1 2019, its #123 holding.
Aviance Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and has held it in 8 quarters since.
Aviance Capital Management's iShares Mortgage Real Estate ETF position peaked at $1.02M in Q2 2017.
148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.