FolioMetrix’s iShares Mortgage Real Estate ETF REM Stock Holding History

FolioMetrix’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
2015 Q2	$478K	Buy	+10,355	New	+$478K	0.2%	104

Other funds holding REM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FolioMetrix's REM Position: Q2 2015 in Review

FolioMetrix opened a new position in iShares Mortgage Real Estate ETF (REM) in Q2 2015: 10,355 shares worth $478K. The stake represents 0.2% of the portfolio and ranks #104 among its holdings.

115 funds tracked by Wall St. Rank hold REM as of Q2 2015.

FolioMetrix held 10,355 shares of iShares Mortgage Real Estate ETF worth $478K as of Q2 2015.
iShares Mortgage Real Estate ETF was a new FolioMetrix position in Q2 2015.
iShares Mortgage Real Estate ETF made up 0.2% of FolioMetrix's portfolio in Q2 2015, its #104 holding.
115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.