Capital Investment Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Capital Investment Advisory Services’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
2021 Q4	–	Sell	-290	Closed	-$10K	–	832
2021 Q3	$10K	Sell	290 -118	-29%	-$4.3K	﹤0.01%	686
2021 Q2	$15K	Buy	408 +7	+2%	+$257	﹤0.01%	683
2021 Q1	$14K	Buy	401 +89	+29%	+$2.98K	﹤0.01%	637
2020 Q4	$10K	Buy	+312	New	+$9.01K	﹤0.01%	624
2019 Q1	–	Sell	-453	Closed	-$18K	–	1260
2018 Q4	$18K	Buy	+453	New	+$19.2K	0.01%	661

Other funds holding REM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

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

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisory Services's REM Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 290 shares — an estimated $10K sold.

Capital Investment Advisory Services first reported a position in REM in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q4 2018. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

Capital Investment Advisory Services reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 290 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $10K.
Capital Investment Advisory Services first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 5 quarters.
Capital Investment Advisory Services's iShares Mortgage Real Estate ETF position peaked at $18K in Q4 2018.
158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.