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D.L. Carlson Investment Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

D.L. Carlson Investment Group’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
2014
Q3 		– Sell
-10,213
Closed -$516K – 142
2014
Q2 		$516K Sell
10,213
-1,437
-12% -$71.9K 0.19% 107
2014
Q1 		$571K Buy
11,650
+162
+1% +$7.99K 0.21% 102
2013
Q4 		$529K Buy
+11,488
New +$543K 0.19% 98

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

D.L. Carlson Investment Group's REM Position: Q3 2014 in Review

D.L. Carlson Investment Group sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2014, closing a stake of 10,213 shares — an estimated $516K sold.

D.L. Carlson Investment Group first reported a position in REM in Q4 2013 and held it in 3 quarters. The position peaked at $571K in Q1 2014. 115 funds tracked by Wall St. Rank hold REM as of Q3 2014.

  • D.L. Carlson Investment Group reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 10,213 iShares Mortgage Real Estate ETF shares in Q3 2014, an estimated $516K.
  • D.L. Carlson Investment Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 3 quarters.
  • D.L. Carlson Investment Group's iShares Mortgage Real Estate ETF position peaked at $571K in Q1 2014.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2014.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2014, filed 12 Nov 2014.