FHA
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Flagship Harbor Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Flagship Harbor Advisors’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
2020
Q3 		– Sell
-17
Closed – – 2129
2020
Q2 		$0 Hold
17
– – ﹤0.01% 2132
2020
Q1 		$0 Hold
17
– – ﹤0.01% 1954
2019
Q4 		$1K Sell
17
-660
-97% -$28.6K ﹤0.01% 1818
2019
Q3 		$28K Hold
677
– – 0.01% 977
2019
Q2 		$28K Hold
677
– – 0.01% 958
2019
Q1 		$29K Hold
677
– – 0.01% 928
2018
Q4 		$27K Hold
677
– – 0.01% 902
2018
Q3 		$29K Sell
677
-49
-7% -$2.19K 0.01% 995
2018
Q2 		$31K Buy
+726
New +$31.4K 0.01% 951

Other funds holding REM

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return