Baird’s iShares Mortgage Real Estate ETF REM Stock Holding History

Baird’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
2015 Q1	$256K	Buy	+5,472	New	+$257K	﹤0.01%	1154

Other funds holding REM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

EWM

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird's REM Position: Q1 2015 in Review

Baird opened a new position in iShares Mortgage Real Estate ETF (REM) in Q1 2015: 5,472 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

123 funds tracked by Wall St. Rank hold REM as of Q1 2015.

Baird held 5,472 shares of iShares Mortgage Real Estate ETF worth $256K as of Q1 2015.
iShares Mortgage Real Estate ETF was a new Baird position in Q1 2015.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1154 holding.
123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.