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Financial Architects (New Jersey)’s iShares Mortgage Real Estate ETF REM Stock Holding History

Financial Architects (New Jersey)’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
2014
Q3 		– Sell
-500
Closed -$25K – 967
2014
Q2 		$25K Buy
+500
New +$25K 0.01% 457

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LPL Financial
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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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Financial Architects (New Jersey)'s REM Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2014, closing a stake of 500 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in REM in Q2 2014 and held it in 1 quarter. The position peaked at $25K in Q2 2014. 115 funds tracked by Wall St. Rank hold REM as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 iShares Mortgage Real Estate ETF shares in Q3 2014, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in iShares Mortgage Real Estate ETF in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s iShares Mortgage Real Estate ETF position peaked at $25K in Q2 2014.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.