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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q4 		– Sell
-375
Closed -$15K – 500
2016
Q3 		$15K Buy
+375
New +$15.9K 0.01% 264

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Genovese Burford & Brothers Wealth & Retirement Plan Management's REM Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 375 shares — an estimated $15K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in REM in Q3 2016 and held it in 1 quarter. The position peaked at $15K in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 375 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $15K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares Mortgage Real Estate ETF position peaked at $15K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.