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Concert Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-15
Closed -$1K – 830
2016
Q3 		$1K Buy
+15
New +$636 ﹤0.01% 1007
2015
Q2 		– Sell
-7,180
Closed – – 714
2015
Q1 		$0 Sell
7,180
-35,348
-83% -$1.66M ﹤0.01% 589
2014
Q4 		$1.99M Buy
+42,528
New +$2.09M 0.3% 77

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Concert Wealth Management's REM Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 15 shares — an estimated $1K sold.

Concert Wealth Management first reported a position in REM in Q4 2014 and held it in 3 quarters. The position peaked at $1.99M in Q4 2014. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 15 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $1K.
  • Concert Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 3 quarters.
  • Concert Wealth Management's iShares Mortgage Real Estate ETF position peaked at $1.99M in Q4 2014.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.