Cypress Wealth Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cypress Wealth Services’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
2020 Q1	–	Sell	-5,016	Closed	-$223K	–	267
2019 Q4	$223K	Buy	5,016 +16	+0.3%	+$693	0.06%	227
2019 Q3	$211K	Sell	5,000 -120	-2%	-$5.07K	0.06%	230
2019 Q2	$216K	Hold	5,120	–	–	0.06%	237
2019 Q1	$222K	Hold	5,120	–	–	0.07%	225
2018 Q4	$204K	Hold	5,120	–	–	0.08%	198
2018 Q3	$223K	Hold	5,120	–	–	0.08%	196
2018 Q2	$222K	Sell	5,120 -646	-11%	-$28K	0.08%	200
2018 Q1	$245K	Buy	5,766 +80	+1%	+$3.4K	0.1%	159
2017 Q4	$257K	Buy	+5,686	New	+$261K	0.11%	163

Other funds holding REM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

NCP

NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Cypress Wealth Services's REM Position: Q1 2020 in Review

Cypress Wealth Services sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 5,016 shares — an estimated $223K sold.

Cypress Wealth Services first reported a position in REM in Q4 2017 and held it in 9 quarters. The position peaked at $257K in Q4 2017. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

Cypress Wealth Services reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 5,016 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $223K.
Cypress Wealth Services first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 9 quarters.
Cypress Wealth Services's iShares Mortgage Real Estate ETF position peaked at $257K in Q4 2017.
143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.