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Dynasty Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Dynasty Wealth 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
2018
Q1 		– Sell
-7,099
Closed -$321K – 89
2017
Q4 		$321K Buy
+7,099
New +$326K 0.55% 57

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NSLI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 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

Dynasty Wealth Management's REM Position: Q1 2018 in Review

Dynasty Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2018, closing a stake of 7,099 shares — an estimated $321K sold.

Dynasty Wealth Management first reported a position in REM in Q4 2017 and held it in 1 quarter. The position peaked at $321K in Q4 2017. 127 funds tracked by Wall St. Rank hold REM as of Q1 2018.

  • Dynasty Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 7,099 iShares Mortgage Real Estate ETF shares in Q1 2018, an estimated $321K.
  • Dynasty Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's iShares Mortgage Real Estate ETF position peaked at $321K in Q4 2017.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.