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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2014
Q2 		– Sell
-5,618
Closed -$276K – 78
2014
Q1 		$276K Sell
5,618
-2,138
-28% -$105K 0.06% 76
2013
Q4 		$357K Sell
7,756
-6,550
-46% -$310K 0.09% 72
2013
Q3 		$686K Buy
+14,306
New +$698K 0.19% 61

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's REM Position: Q2 2014 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2014, closing a stake of 5,618 shares — an estimated $276K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in REM in Q3 2013 and held it in 3 quarters. The position peaked at $686K in Q3 2013. 111 funds tracked by Wall St. Rank hold REM as of Q2 2014.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,618 iShares Mortgage Real Estate ETF shares in Q2 2014, an estimated $276K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $686K in Q3 2013.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2014.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2014, filed 16 Jul 2014.