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Freedom Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Freedom Investment Management’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
2017
Q3 		– Sell
-45,004
Closed -$2.09M – 1138
2017
Q2 		$2.09M Buy
+45,004
New +$2.09M 0.12% 117

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Freedom Investment Management's REM Position: Q3 2017 in Review

Freedom Investment Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2017, closing a stake of 45,004 shares — an estimated $2.09M sold.

Freedom Investment Management first reported a position in REM in Q2 2017 and held it in 1 quarter. The position peaked at $2.09M in Q2 2017. 136 funds tracked by Wall St. Rank hold REM as of Q3 2017.

  • Freedom Investment Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 45,004 iShares Mortgage Real Estate ETF shares in Q3 2017, an estimated $2.09M.
  • Freedom Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • Freedom Investment Management's iShares Mortgage Real Estate ETF position peaked at $2.09M in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.