GWS
REM icon

Glassman Wealth Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Glassman Wealth 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
2020
Q4 		– Sell
-1,000
Closed -$26K – 1490
2020
Q3 		$26K Buy
+1,000
New +$26K 0.01% 400
2017
Q1 		– Sell
-2,250
Closed -$95K – 672
2016
Q4 		$95K Buy
+2,250
New +$94.3K 0.07% 134

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Glassman Wealth Services's REM Position: Q4 2020 in Review

Glassman Wealth Services sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2020, closing a stake of 1,000 shares — an estimated $26K sold.

Glassman Wealth Services first reported a position in REM in Q4 2016 and held it in 2 quarters. The position peaked at $95K in Q4 2016. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Glassman Wealth Services reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 1,000 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $26K.
  • Glassman Wealth Services first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and held it in 2 quarters.
  • Glassman Wealth Services's iShares Mortgage Real Estate ETF position peaked at $95K in Q4 2016.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Glassman Wealth Services's 13F filing for Q4 2020, filed 4 Feb 2021.