CS
REM icon

Credit Suisse’s iShares Mortgage Real Estate ETF REM Stock Holding History

Credit Suisse’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
2022
Q3 		– Sell
-1
Closed – – 4243
2022
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 4243
2020
Q2 		– Sell
-11,141
Closed -$209K – 4110
2020
Q1 		$209K Buy
+11,141
New +$448K ﹤0.01% 3624
2017
Q4 		– Sell
-13,399
Closed -$628K – 4172
2017
Q3 		$628K Sell
13,399
-106,298
-89% -$4.97M ﹤0.01% 3412
2017
Q2 		$5.55M Buy
119,697
+82,461
+221% +$3.83M 0.01% 1566
2017
Q1 		$1.69M Buy
37,236
+10,422
+39% +$459K ﹤0.01% 2478
2016
Q4 		$1.13M Buy
26,814
+14,990
+127% +$628K ﹤0.01% 2927
2016
Q3 		$497K Buy
+11,824
New +$501K ﹤0.01% 3421
2016
Q2 		– Sell
-78,462
Closed -$3.04M – 4320
2016
Q1 		$3.04M Buy
78,462
+11,431
+17% +$421K ﹤0.01% 1887
2015
Q4 		$2.56M Buy
67,031
+6,155
+10% +$245K ﹤0.01% 2104
2015
Q3 		$2.42M Buy
60,876
+13,874
+30% +$590K ﹤0.01% 2108
2015
Q2 		$1.99M Buy
47,002
+8,175
+21% +$378K ﹤0.01% 2567
2015
Q1 		$1.82M Buy
38,827
+23,723
+157% +$1.11M ﹤0.01% 2471
2014
Q4 		$707K Sell
15,104
-3,422
-18% -$168K ﹤0.01% 3442
2014
Q3 		$874K Buy
18,526
+14,490
+359% +$728K ﹤0.01% 3173
2014
Q2 		$204K Hold
4,036
– – ﹤0.01% 4350
2014
Q1 		$198K Sell
4,036
-122,674
-97% -$6.05M ﹤0.01% 4355
2013
Q4 		$5.84M Buy
+126,710
New +$5.99M 0.01% 1716
2013
Q3 		– Sell
-19,358
Closed -$980K – 4339
2013
Q2 		$980K Buy
+19,358
New +$1.13M ﹤0.01% 2808

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse's REM Position: Q3 2022 in Review

Credit Suisse sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2022, closing a stake of 1 share.

Credit Suisse first reported a position in REM in Q2 2013 and held it in 18 quarters. The position peaked at $5.84M in Q4 2013. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • Credit Suisse reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Credit Suisse sold 1 iShares Mortgage Real Estate ETF share in Q3 2022.
  • Credit Suisse first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 18 quarters.
  • Credit Suisse's iShares Mortgage Real Estate ETF position peaked at $5.84M in Q4 2013.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on Credit Suisse's 13F filing for Q3 2022, filed 10 Nov 2022.