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Davis Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Davis Capital 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
2020
Q2 		$1K Buy
27
+2
+8% +$45 ﹤0.01% 261
2020
Q1 		$0 Buy
+25
New +$1K ﹤0.01% 267

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BlackRock
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Davis Capital Management's REM Position: Q2 2020 in Review

Davis Capital Management increased its iShares Mortgage Real Estate ETF (REM) stake by 8% in Q2 2020, buying an estimated $45 and bringing the position to 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Davis Capital Management first reported a position in REM in Q1 2020 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold REM as of Q2 2020.

  • Davis Capital Management held 27 shares of iShares Mortgage Real Estate ETF worth $1K as of Q2 2020.
  • Davis Capital Management bought 2 iShares Mortgage Real Estate ETF shares in Q2 2020, an estimated $45.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2020, its #261 holding.
  • Davis Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2020 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2020.

Based on Davis Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.