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Gary Goldberg Planning Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$4K Buy
87
+12
+16% +$590 ﹤0.01% 410
2014
Q3 		$4K Buy
+75
New +$3.77K ﹤0.01% 431

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Gary Goldberg Planning Services's REM Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its iShares Mortgage Real Estate ETF (REM) stake by 16% in Q4 2014, buying an estimated $590 and bringing the position to 87 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Gary Goldberg Planning Services first reported a position in REM in Q3 2014 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold REM as of Q4 2014.

  • Gary Goldberg Planning Services held 87 shares of iShares Mortgage Real Estate ETF worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services bought 12 iShares Mortgage Real Estate ETF shares in Q4 2014, an estimated $590.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #410 holding.
  • Gary Goldberg Planning Services first reported a position in iShares Mortgage Real Estate ETF in Q3 2014 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.