Compass Efficient Model Portfolios’s iShares Mortgage Real Estate ETF REM Stock Holding History

Compass Efficient Model Portfolios’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
2013 Q4	$10K	Buy	+218	New	+$10.3K	0.38%	63

Other funds holding REM

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Compass Efficient Model Portfolios's REM Position: Q4 2013 in Review

Compass Efficient Model Portfolios opened a new position in iShares Mortgage Real Estate ETF (REM) in Q4 2013: 218 shares worth $10K. The stake represents 0.38% of the portfolio and ranks #63 among its holdings.

103 funds tracked by Wall St. Rank hold REM as of Q4 2013.

Compass Efficient Model Portfolios held 218 shares of iShares Mortgage Real Estate ETF worth $10K as of Q4 2013.
iShares Mortgage Real Estate ETF was a new Compass Efficient Model Portfolios position in Q4 2013.
iShares Mortgage Real Estate ETF made up 0.38% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #63 holding.
103 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.