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Certified Advisory Corp’s iShares Mortgage Real Estate ETF REM Stock Holding History

Certified Advisory Corp’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
2020
Q2 		– Sell
-55
Closed -$1K – 800
2020
Q1 		$1K Hold
55
– – ﹤0.01% 742
2019
Q4 		$2K Buy
+55
New +$2.38K ﹤0.01% 738

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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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Certified Advisory Corp's REM Position: Q2 2020 in Review

Certified Advisory Corp sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2020, closing a stake of 55 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in REM in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 140 funds tracked by Wall St. Rank hold REM as of Q2 2020.

  • Certified Advisory Corp reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 55 iShares Mortgage Real Estate ETF shares in Q2 2020, an estimated $1K.
  • Certified Advisory Corp first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • Certified Advisory Corp's iShares Mortgage Real Estate ETF position peaked at $2K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.