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Gradient Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

Gradient Investments’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
2021
Q2 		– Sell
-260
Closed -$9K – 1240
2021
Q1 		$9K Hold
260
– – ﹤0.01% 789
2020
Q4 		$7K Hold
260
– – ﹤0.01% 762
2020
Q3 		$7K Hold
260
– – ﹤0.01% 769
2020
Q2 		$6K Hold
260
– – ﹤0.01% 719
2020
Q1 		$5K Hold
260
– – ﹤0.01% 783
2019
Q4 		$12K Sell
260
-191
-42% -$8.27K ﹤0.01% 653
2019
Q3 		$19K Hold
451
– – ﹤0.01% 536
2019
Q2 		$19K Hold
451
– – ﹤0.01% 523
2019
Q1 		$20K Hold
451
– – ﹤0.01% 450
2018
Q4 		$18K Hold
451
– – ﹤0.01% 469
2018
Q3 		$20K Hold
451
– – ﹤0.01% 497
2018
Q2 		$20K Hold
451
– – ﹤0.01% 487
2018
Q1 		$19K Hold
451
– – ﹤0.01% 487
2017
Q4 		$20K Buy
+451
New +$20.7K ﹤0.01% 474
2017
Q3 		– Sell
-451
Closed -$21K – 599
2017
Q2 		$21K Hold
451
– – ﹤0.01% 385
2017
Q1 		$20K Sell
451
-926
-67% -$40.8K ﹤0.01% 404
2016
Q4 		$58K Buy
1,377
+49
+4% +$2.05K 0.01% 251
2016
Q3 		$56K Sell
1,328
-805
-38% -$34.1K 0.01% 258
2016
Q2 		$88K Sell
2,133
-347
-14% -$13.9K 0.01% 217
2016
Q1 		$96K Sell
2,480
-21,151
-90% -$779K 0.01% 210
2015
Q4 		$904K Sell
23,631
-121,303
-84% -$4.83M 0.12% 102
2015
Q3 		$5.76M Buy
144,934
+9,845
+7% +$419K 0.82% 24
2015
Q2 		$5.72M Buy
135,089
+3,614
+3% +$167K 0.78% 24
2015
Q1 		$6.15M Buy
+131,475
New +$6.18M 0.92% 24

Other funds holding REM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's REM Position: Q2 2021 in Review

Gradient Investments sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 260 shares — an estimated $9K sold.

Gradient Investments first reported a position in REM in Q1 2015 and held it in 24 quarters. The position peaked at $6.15M in Q1 2015. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

  • Gradient Investments reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Gradient Investments sold 260 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $9K.
  • Gradient Investments first reported a position in iShares Mortgage Real Estate ETF in Q1 2015 and held it in 24 quarters.
  • Gradient Investments's iShares Mortgage Real Estate ETF position peaked at $6.15M in Q1 2015.
  • 180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Gradient Investments's 13F filing for Q2 2021, filed 12 Jul 2021.