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

Cetera Advisors’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
-6,837
Closed -$247K – 1512
2021
Q3 		$247K Sell
6,837
-156
-2% -$5.68K ﹤0.01% 1206
2021
Q2 		$260K Buy
6,993
+139
+2% +$5.09K 0.01% 1115
2021
Q1 		$242K Sell
6,854
-653
-9% -$21.9K 0.01% 1054
2020
Q4 		$239K Sell
7,507
-2,015
-21% -$58.2K 0.01% 914
2020
Q3 		$245K Sell
9,522
-395
-4% -$10.3K 0.01% 816
2020
Q2 		$247K Sell
9,917
-318
-3% -$7.12K 0.01% 767
2020
Q1 		$191K Sell
10,235
-703
-6% -$28.3K 0.01% 731
2019
Q4 		$487K Sell
10,938
-4,829
-31% -$209K 0.02% 570
2019
Q3 		$664K Sell
15,767
-9,616
-38% -$406K 0.03% 462
2019
Q2 		$1.07M Sell
25,383
-4,070
-14% -$175K 0.05% 359
2019
Q1 		$1.28M Buy
29,453
+758
+3% +$32.5K 0.06% 289
2018
Q4 		$1.15M Buy
28,695
+420
+1% +$17.8K 0.07% 289
2018
Q3 		$1.23M Buy
28,275
+1,518
+6% +$67.7K 0.06% 297
2018
Q2 		$1.17M Sell
26,757
-178
-0.7% -$7.71K 0.07% 288
2018
Q1 		$1.15M Sell
26,935
-1,545
-5% -$65.7K 0.07% 284
2017
Q4 		$1.29M Sell
28,480
-1,298
-4% -$59.7K 0.08% 251
2017
Q3 		$1.39M Buy
29,778
+942
+3% +$44K 0.08% 256
2017
Q2 		$1.34M Sell
28,836
-3,937
-12% -$183K 0.08% 258
2017
Q1 		$1.48M Buy
32,773
+325
+1% +$14.3K 0.1% 223
2016
Q4 		$1.36M Buy
32,448
+22,649
+231% +$949K 0.1% 210
2016
Q3 		$414K Buy
9,799
+57
+0.6% +$2.42K 0.03% 469
2016
Q2 		$398K Buy
9,742
+1,070
+12% +$42.9K 0.03% 486
2016
Q1 		$341K Sell
8,672
-1,423
-14% -$52.4K 0.03% 494
2015
Q4 		$393K Sell
10,095
-45
-0.4% -$1.79K 0.03% 465
2015
Q3 		$402K Buy
10,140
+589
+6% +$25.1K 0.04% 418
2015
Q2 		$407K Sell
9,551
-1,801
-16% -$83.2K 0.03% 431
2015
Q1 		$536K Sell
11,352
-1,100
-9% -$51.7K 0.05% 373
2014
Q4 		$588K Buy
12,452
+275
+2% +$13.5K 0.06% 345
2014
Q3 		$576K Sell
12,177
-1,512
-11% -$76K 0.04% 323
2014
Q2 		$692K Buy
13,689
+74
+0.5% +$3.7K 0.08% 289
2014
Q1 		$666K Sell
13,615
-151
-1% -$7.45K 0.09% 244
2013
Q4 		$635K Sell
13,766
-2,739
-17% -$129K 0.09% 239
2013
Q3 		$792K Sell
16,505
-10,786
-40% -$526K 0.14% 168
2013
Q2 		$1.38M Buy
+27,291
New +$1.59M 0.29% 91

Other funds holding REM

Citigroup
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's REM Position: Q4 2021 in Review

Cetera Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 6,837 shares — an estimated $247K sold.

Cetera Advisors first reported a position in REM in Q2 2013 and held it in 34 quarters. The position peaked at $1.48M in Q1 2017. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

  • Cetera Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Cetera Advisors sold 6,837 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $247K.
  • Cetera Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 34 quarters.
  • Cetera Advisors's iShares Mortgage Real Estate ETF position peaked at $1.48M in Q1 2017.
  • 158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on Cetera Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.