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Benchmark Capital Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Benchmark Capital Advisors’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
2017
Q4 		– Sell
-21,137
Closed -$990K – 143
2017
Q3 		$990K Sell
21,137
-3,500
-14% -$164K 0.77% 42
2017
Q2 		$1.14M Sell
24,637
-1,450
-6% -$67.4K 0.9% 38
2017
Q1 		$1.18M Sell
26,087
-1,050
-4% -$46.2K 0.93% 34
2016
Q4 		$1.14M Sell
27,137
-1,951
-7% -$81.8K 0.95% 32
2016
Q3 		$1.22M Sell
29,088
-125
-0.4% -$5.3K 0.92% 38
2016
Q2 		$1.2M Buy
29,213
+13,513
+86% +$542K 0.98% 33
2016
Q1 		$607K Sell
15,700
-875
-5% -$32.2K 0.53% 55
2015
Q4 		$634K Sell
16,575
-4,700
-22% -$187K 0.54% 54
2015
Q3 		$846K Hold
21,275
– – 0.69% 48
2015
Q2 		$900K Hold
21,275
– – 0.63% 50
2015
Q1 		$995K Sell
21,275
-175
-0.8% -$8.22K 0.65% 45
2014
Q4 		$1M Sell
21,450
-1,200
-5% -$59K 0.68% 48
2014
Q3 		$1.07M Hold
22,650
– – 0.74% 46
2014
Q2 		$1.15M Sell
22,650
-250
-1% -$12.5K 0.72% 52
2014
Q1 		$1.12M Buy
22,900
+7,375
+48% +$364K 0.78% 48
2013
Q4 		$715K Sell
15,525
-375
-2% -$17.7K 0.5% 62
2013
Q3 		$763K Buy
15,900
+2,500
+19% +$122K 0.55% 60
2013
Q2 		$679K Buy
+13,400
New +$782K 0.52% 63

Other funds holding REM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Benchmark Capital Advisors's REM Position: Q4 2017 in Review

Benchmark Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2017, closing a stake of 21,137 shares — an estimated $990K sold.

Benchmark Capital Advisors first reported a position in REM in Q2 2013 and held it in 18 quarters. The position peaked at $1.22M in Q3 2016. 138 funds tracked by Wall St. Rank hold REM as of Q4 2017.

  • Benchmark Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Benchmark Capital Advisors sold 21,137 iShares Mortgage Real Estate ETF shares in Q4 2017, an estimated $990K.
  • Benchmark Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • Benchmark Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $1.22M in Q3 2016.
  • 138 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2017.

Based on Benchmark Capital Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.