CT
REM icon

CPF Texas’s iShares Mortgage Real Estate ETF REM Stock Holding History

CPF Texas’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
2018
Q3 		$6K Buy
+137
New +$6.11K ﹤0.01% 258
2018
Q1 		– Sell
-20
Closed -$1K – 271
2017
Q4 		$1K Buy
+20
New +$920 ﹤0.01% 259

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CPF Texas's REM Position: Q3 2018 in Review

CPF Texas opened a new position in iShares Mortgage Real Estate ETF (REM) in Q3 2018: 137 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: CPF Texas previously reported a position in REM as recently as Q4 2017.

CPF Texas first reported a position in REM in Q4 2017 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold REM as of Q3 2018.

  • CPF Texas held 137 shares of iShares Mortgage Real Estate ETF worth $6K as of Q3 2018.
  • iShares Mortgage Real Estate ETF was a new CPF Texas position in Q3 2018.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of CPF Texas's portfolio in Q3 2018, its #258 holding.
  • CPF Texas first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2018.

Based on CPF Texas's 13F filing for Q3 2018, filed 14 Nov 2018.