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

Berman 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
2019
Q2 		– Sell
-548
Closed -$23K – 1556
2019
Q1 		$23K Buy
+548
New +$23.5K 0.01% 423

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NSLI
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Bank of Montreal
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's REM Position: Q2 2019 in Review

Berman Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2019, closing a stake of 548 shares — an estimated $23K sold.

Berman Capital Advisors first reported a position in REM in Q1 2019 and held it in 1 quarter. The position peaked at $23K in Q1 2019. 148 funds tracked by Wall St. Rank hold REM as of Q2 2019.

  • Berman Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 548 iShares Mortgage Real Estate ETF shares in Q2 2019, an estimated $23K.
  • Berman Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2019 and held it in 1 quarter.
  • Berman Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $23K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2019.

Based on Berman Capital Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.