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Cetera Advisor Networks’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cetera Advisor Networks’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
2022
Q3 		– Sell
-120,759
Closed -$3.23M – 2155
2022
Q2 		$3.23M Buy
120,759
+3,546
+3% +$105K 0.04% 424
2022
Q1 		$3.83M Buy
117,213
+4,589
+4% +$151K 0.05% 397
2021
Q4 		$3.89M Buy
112,624
+3,743
+3% +$137K 0.05% 371
2021
Q3 		$3.94M Buy
108,881
+7,450
+7% +$271K 0.05% 334
2021
Q2 		$3.77M Buy
101,431
+2,709
+3% +$99.3K 0.05% 339
2021
Q1 		$3.48M Sell
98,722
-1,960
-2% -$65.6K 0.07% 248
2020
Q4 		$3.21M Sell
100,682
-1,413
-1% -$40.8K 0.07% 245
2020
Q3 		$2.63M Sell
102,095
-2,289
-2% -$59.5K 0.07% 251
2020
Q2 		$2.6M Buy
104,384
+9,896
+10% +$222K 0.07% 255
2020
Q1 		$1.77M Buy
94,488
+5,767
+7% +$232K 0.06% 276
2019
Q4 		$3.96M Buy
88,721
+5,888
+7% +$255K 0.11% 186
2019
Q3 		$3.49M Buy
82,833
+11,457
+16% +$484K 0.11% 186
2019
Q2 		$3.01M Buy
71,376
+6,099
+9% +$262K 0.09% 203
2019
Q1 		$2.83M Buy
65,277
+3,386
+5% +$145K 0.09% 200
2018
Q4 		$2.47M Buy
61,891
+137
+0.2% +$5.82K 0.1% 188
2018
Q3 		$2.69M Buy
61,754
+13,816
+29% +$616K 0.09% 186
2018
Q2 		$2.08M Buy
47,938
+264
+0.6% +$11.4K 0.1% 163
2018
Q1 		$2.02M Sell
47,674
-1,393
-3% -$59.3K 0.09% 193
2017
Q4 		$2.22M Sell
49,067
-7,012
-13% -$322K 0.09% 186
2017
Q3 		$2.63M Sell
56,079
-184
-0.3% -$8.6K 0.12% 161
2017
Q2 		$2.61M Buy
56,263
+4,492
+9% +$209K 0.12% 162
2017
Q1 		$2.35M Buy
51,771
+14,877
+40% +$655K 0.11% 177
2016
Q4 		$1.55M Buy
36,894
+23,720
+180% +$994K 0.08% 219
2016
Q3 		$554K Buy
13,174
+5,382
+69% +$228K 0.02% 559
2016
Q2 		$319K Buy
7,792
+1,710
+28% +$68.6K 0.02% 606
2016
Q1 		$231K Buy
6,082
+593
+11% +$21.8K 0.01% 705
2015
Q4 		$208K Sell
5,489
-1,554
-22% -$61.8K 0.01% 745
2015
Q3 		$276K Buy
7,043
+2,701
+62% +$115K 0.02% 606
2015
Q2 		$201K Hold
4,342
– – 0.01% 762
2015
Q1 		$201K Sell
4,342
-569
-12% -$26.7K 0.01% 766
2014
Q4 		$229K Sell
4,911
-375
-7% -$18.4K 0.02% 713
2014
Q3 		$248K Sell
5,286
-5,119
-49% -$257K 0.02% 672
2014
Q2 		$524K Sell
10,405
-1,315
-11% -$65.8K 0.03% 441
2014
Q1 		$572K Sell
11,720
-9,725
-45% -$479K 0.04% 393
2013
Q4 		$986K Buy
21,445
+13,417
+167% +$634K 0.08% 266
2013
Q3 		$387K Buy
8,028
+4,085
+104% +$199K 0.03% 417
2013
Q2 		$199K Buy
+3,943
New +$230K 0.02% 560

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's REM Position: Q3 2022 in Review

Cetera Advisor Networks sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 120,759 shares — an estimated $3.23M sold.

Cetera Advisor Networks first reported a position in REM in Q2 2013 and held it in 37 quarters. The position peaked at $3.96M in Q4 2019. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • Cetera Advisor Networks reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Cetera Advisor Networks sold 120,759 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $3.23M.
  • Cetera Advisor Networks first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 37 quarters.
  • Cetera Advisor Networks's iShares Mortgage Real Estate ETF position peaked at $3.96M in Q4 2019.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Cetera Advisor Networks's 13F filing for Q3 2022, filed 14 Nov 2022.