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

Beck 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
Q3 		– Sell
-51,851
Closed -$2.19M – 111
2019
Q2 		$2.19M Sell
51,851
-5,765
-10% -$247K 1.15% 38
2019
Q1 		$2.5M Buy
57,616
+10,151
+21% +$436K 1.19% 40
2018
Q4 		$1.9M Buy
47,465
+38,048
+404% +$1.61M 1.62% 22
2018
Q3 		$410K Sell
9,417
-56
-0.6% -$2.5K 0.18% 80
2018
Q2 		$412K Sell
9,473
-115
-1% -$4.98K 0.2% 68
2018
Q1 		$407K Sell
9,588
-384
-4% -$16.3K 0.19% 79
2017
Q4 		$451K Sell
9,972
-276
-3% -$12.7K 0.2% 84
2017
Q3 		$480K Sell
10,248
-29
-0.3% -$1.35K 0.23% 75
2017
Q2 		$498K Sell
10,277
-439
-4% -$20.4K 0.26% 72
2017
Q1 		$485K Sell
10,716
-440
-4% -$19.4K 0.26% 70
2016
Q4 		$469K Sell
11,156
-767
-6% -$32.1K 0.26% 68
2016
Q3 		$501K Sell
11,923
-658
-5% -$27.9K 0.31% 64
2016
Q2 		$516K Buy
+12,581
New +$505K 0.33% 69

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beck Capital Management's REM Position: Q3 2019 in Review

Beck Capital Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2019, closing a stake of 51,851 shares — an estimated $2.19M sold.

Beck Capital Management first reported a position in REM in Q2 2016 and held it in 13 quarters. The position peaked at $2.5M in Q1 2019. 145 funds tracked by Wall St. Rank hold REM as of Q3 2019.

  • Beck Capital Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Beck Capital Management sold 51,851 iShares Mortgage Real Estate ETF shares in Q3 2019, an estimated $2.19M.
  • Beck Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 13 quarters.
  • Beck Capital Management's iShares Mortgage Real Estate ETF position peaked at $2.5M in Q1 2019.
  • 145 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2019.

Based on Beck Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.