Fort Pitt Capital Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Fort Pitt Capital Group’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 Q1	–	Sell	-4,924	Closed	-$219K	–	186
2019 Q4	$219K	Hold	4,924	–	–	0.01%	155
2019 Q3	$207K	Buy	+4,924	New	+$208K	0.01%	146

Other funds holding REM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

NCP

NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fort Pitt Capital Group's REM Position: Q1 2020 in Review

Fort Pitt Capital Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 4,924 shares — an estimated $219K sold.

Fort Pitt Capital Group first reported a position in REM in Q3 2019 and held it in 2 quarters. The position peaked at $219K in Q4 2019. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

Fort Pitt Capital Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Fort Pitt Capital Group sold 4,924 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $219K.
Fort Pitt Capital Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and held it in 2 quarters.
Fort Pitt Capital Group's iShares Mortgage Real Estate ETF position peaked at $219K in Q4 2019.
143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Fort Pitt Capital Group's 13F filing for Q1 2020, filed 15 May 2020.