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

Gainplan’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	-62,532	Closed	-$2.79M	–	38
2019 Q4	$2.79M	Buy	+62,532	New	+$2.71M	1.47%	8
2017 Q4	–	Sell	-52,839	Closed	-$2.48M	–	20
2017 Q3	$2.48M	Buy	+52,839	New	+$2.47M	1.28%	4
2017 Q2	–	Sell	-81,522	Closed	-$3.69M	–	13
2017 Q1	$3.69M	Buy	+81,522	New	+$3.59M	2.36%	3

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

Gainplan's REM Position: Q1 2020 in Review

Gainplan sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 62,532 shares — an estimated $2.79M sold.

Gainplan first reported a position in REM in Q1 2017 and held it in 3 quarters. The position peaked at $3.69M in Q1 2017. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

Gainplan reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Gainplan sold 62,532 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $2.79M.
Gainplan first reported a position in iShares Mortgage Real Estate ETF in Q1 2017 and held it in 3 quarters.
Gainplan's iShares Mortgage Real Estate ETF position peaked at $3.69M in Q1 2017.
143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Gainplan's 13F filing for Q1 2020, filed 11 May 2020.