DOA
REM icon

D'Orazio & Associates’s iShares Mortgage Real Estate ETF REM Stock Holding History

D'Orazio & Associates’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
2017
Q2 		– Sell
-198
Closed -$9K – 342
2017
Q1 		$9K Hold
198
– – ﹤0.01% 225
2016
Q4 		$8K Hold
198
– – ﹤0.01% 217
2016
Q3 		$8K Buy
+198
New +$8.4K ﹤0.01% 214

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

D'Orazio & Associates's REM Position: Q2 2017 in Review

D'Orazio & Associates sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2017, closing a stake of 198 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in REM in Q3 2016 and held it in 3 quarters. The position peaked at $9K in Q1 2017. 144 funds tracked by Wall St. Rank hold REM as of Q2 2017.

  • D'Orazio & Associates reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 198 iShares Mortgage Real Estate ETF shares in Q2 2017, an estimated $9K.
  • D'Orazio & Associates first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 3 quarters.
  • D'Orazio & Associates's iShares Mortgage Real Estate ETF position peaked at $9K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2017.

Based on D'Orazio & Associates's 13F filing for Q2 2017, filed 14 Aug 2017.