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Edmond de Rothschild (Suisse)’s iShares Mortgage Real Estate ETF REM Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		$21K Hold
500
– – 0.01% 390
2016
Q2 		$21K Hold
500
– – 0.01% 352
2016
Q1 		$19K Hold
500
– – 0.01% 317
2015
Q4 		$19K Buy
+500
New +$19.9K 0.01% 320

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s REM Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its iShares Mortgage Real Estate ETF (REM) position steady in Q3 2016 at 500 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #390.

Edmond de Rothschild (Suisse) first reported a position in REM in Q4 2015 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold REM as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 500 shares of iShares Mortgage Real Estate ETF worth $21K as of Q3 2016.
  • Edmond de Rothschild (Suisse) left its iShares Mortgage Real Estate ETF share count unchanged in Q3 2016.
  • iShares Mortgage Real Estate ETF made up 0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #390 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares Mortgage Real Estate ETF in Q4 2015 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.