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Cedar Hill Associates’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cedar Hill Associates’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
2018
Q1 		– Sell
-319,751
Closed -$14.5M – 150
2017
Q4 		$14.5M Sell
319,751
-22,905
-7% -$1.05M 2.52% 7
2017
Q3 		$16.1M Buy
342,656
+17,420
+5% +$814K 2.77% 2
2017
Q2 		$15.1M Buy
325,236
+32,733
+11% +$1.52M 3.14% 3
2017
Q1 		$13.2M Sell
292,503
-95,481
-25% -$4.2M 2.76% 11
2016
Q4 		$16.3M Buy
387,984
+26,710
+7% +$1.12M 2.74% 13
2016
Q3 		$15.2M Buy
361,274
+137,937
+62% +$5.85M 2.48% 18
2016
Q2 		$9.17M Buy
223,337
+79,175
+55% +$3.18M 1.57% 30
2016
Q1 		$5.58M Buy
144,162
+38,044
+36% +$1.4M 0.97% 39
2015
Q4 		$4.06M Buy
106,118
+44,810
+73% +$1.78M 0.71% 48
2015
Q3 		$2.44M Sell
61,308
-6,763
-10% -$288K 0.43% 52
2015
Q2 		$2.88M Sell
68,071
-12,322
-15% -$569K 0.45% 55
2015
Q1 		$3.76M Sell
80,393
-2,512
-3% -$118K 0.6% 53
2014
Q4 		$3.88M Sell
82,905
-4,729
-5% -$232K 0.61% 57
2014
Q3 		$4.13M Sell
87,634
-2,924
-3% -$147K 0.67% 54
2014
Q2 		$4.58M Buy
90,558
+6,342
+8% +$317K 0.72% 50
2014
Q1 		$4.13M Buy
84,216
+17,085
+25% +$842K 0.69% 50
2013
Q4 		$3.09M Buy
+67,131
New +$3.17M 0.55% 51

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cedar Hill Associates's REM Position: Q1 2018 in Review

Cedar Hill Associates sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2018, closing a stake of 319,751 shares — an estimated $14.5M sold.

Cedar Hill Associates first reported a position in REM in Q4 2013 and held it in 17 quarters. The position peaked at $16.3M in Q4 2016. 127 funds tracked by Wall St. Rank hold REM as of Q1 2018.

  • Cedar Hill Associates reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Cedar Hill Associates sold 319,751 iShares Mortgage Real Estate ETF shares in Q1 2018, an estimated $14.5M.
  • Cedar Hill Associates first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 17 quarters.
  • Cedar Hill Associates's iShares Mortgage Real Estate ETF position peaked at $16.3M in Q4 2016.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2018.

Based on Cedar Hill Associates's 13F filing for Q1 2018, filed 1 May 2018.