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Dynamic Advisor Solutions’s iShares Mortgage Real Estate ETF REM Stock Holding History

Dynamic Advisor Solutions’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
2016
Q4 		– Sell
-6,250
Closed -$4K – 234
2016
Q3 		$4K Buy
+6,250
New +$265K ﹤0.01% 228

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BFA
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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Dynamic Advisor Solutions's REM Position: Q4 2016 in Review

Dynamic Advisor Solutions sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 7,491 shares — an estimated $315K sold.

Dynamic Advisor Solutions first reported a position in REM in Q4 2013 and held it in 11 quarters. The position peaked at $5.74M in Q4 2014. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Dynamic Advisor Solutions reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,491 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $315K.
  • Dynamic Advisor Solutions first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 11 quarters.
  • Dynamic Advisor Solutions's iShares Mortgage Real Estate ETF position peaked at $5.74M in Q4 2014.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2016, filed 19 Jan 2017.