FHA
REM icon

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 – – 2124
2020
Q2 		$0 Hold
17
– – ﹤0.01% 2129
2020
Q1 		$0 Hold
17
– – ﹤0.01% 1945
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 $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $100B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Flagship Harbor Advisors's REM Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2020, closing a stake of 17 shares.

Flagship Harbor Advisors first reported a position in REM in Q2 2018 and held it in 9 quarters. The position peaked at $31K in Q2 2018. 146 funds tracked by Wall St. Rank hold REM as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 17 iShares Mortgage Real Estate ETF shares in Q3 2020.
  • Flagship Harbor Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 9 quarters.
  • Flagship Harbor Advisors's iShares Mortgage Real Estate ETF position peaked at $31K in Q2 2018.
  • 146 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.