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Braver Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Braver Wealth 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
2016
Q4 		$6.47M Sell
153,748
-6,944
-4% -$291K 1.05% 21
2016
Q3 		$6.75M Buy
+160,692
New +$6.82M 1.13% 23

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Braver Wealth Management's REM Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 4.3% in Q4 2016, selling an estimated $291K and leaving 153,748 shares worth $6.47M. The position accounts for 1.05% of the portfolio, ranked #21.

Braver Wealth Management first reported a position in REM in Q3 2016 and has held it in 2 quarters since. The position peaked at $6.75M in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Braver Wealth Management held 153,748 shares of iShares Mortgage Real Estate ETF worth $6.47M as of Q4 2016.
  • Braver Wealth Management sold 6,944 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $291K.
  • iShares Mortgage Real Estate ETF made up 1.05% of Braver Wealth Management's portfolio in Q4 2016, its #21 holding.
  • Braver Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and has held it in 2 quarters since.
  • Braver Wealth Management's iShares Mortgage Real Estate ETF position peaked at $6.75M in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.