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Hefty Wealth Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Hefty Wealth Partners’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
2017
Q3 		– Sell
-1,453
Closed -$67K – 263
2017
Q2 		$67K Buy
+1,453
New +$67.5K 0.05% 112
2016
Q3 		– Sell
-1,285
Closed -$52K – 253
2016
Q2 		$52K Buy
+1,285
New +$51.5K 0.04% 106

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NSLI
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Bank of America
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CHA
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LPL Financial
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CIA
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Hefty Wealth Partners's REM Position: Q3 2017 in Review

Hefty Wealth Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2017, closing a stake of 1,453 shares — an estimated $67K sold.

Hefty Wealth Partners first reported a position in REM in Q2 2016 and held it in 2 quarters. The position peaked at $67K in Q2 2017. 136 funds tracked by Wall St. Rank hold REM as of Q3 2017.

  • Hefty Wealth Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,453 iShares Mortgage Real Estate ETF shares in Q3 2017, an estimated $67K.
  • Hefty Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $67K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.