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Genesis Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Genesis Wealth Advisors’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 		$108K Buy
2,550
+250
+11% +$11.5K 0.09% 109
2015
Q1 		$108K Hold
2,300
– – 0.09% 109
2014
Q4 		$109K Buy
+2,300
New +$113K 0.09% 123

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Genesis Wealth Advisors's REM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its iShares Mortgage Real Estate ETF (REM) stake by 11% in Q2 2015, buying an estimated $11.5K and bringing the position to 2,550 shares worth $108K. The position accounts for 0.09% of the portfolio, ranked #109.

Genesis Wealth Advisors first reported a position in REM in Q4 2014 and has held it in 3 quarters since. The position peaked at $109K in Q4 2014. 115 funds tracked by Wall St. Rank hold REM as of Q2 2015.

  • Genesis Wealth Advisors held 2,550 shares of iShares Mortgage Real Estate ETF worth $108K as of Q2 2015.
  • Genesis Wealth Advisors bought 250 iShares Mortgage Real Estate ETF shares in Q2 2015, an estimated $11.5K.
  • iShares Mortgage Real Estate ETF made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #109 holding.
  • Genesis Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $109K in Q4 2014.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.