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Howe & Rusling’s iShares Mortgage Real Estate ETF REM Stock Holding History

Howe & Rusling’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
2014
Q2 		– Sell
-50
Closed -$2K – 913
2014
Q1 		$2K Buy
+50
New +$2.46K ﹤0.01% 762

Other funds holding REM

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Howe & Rusling's REM Position: Q2 2014 in Review

Howe & Rusling sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2014, closing a stake of 50 shares — an estimated $2K sold.

Howe & Rusling first reported a position in REM in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 111 funds tracked by Wall St. Rank hold REM as of Q2 2014.

  • Howe & Rusling reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 50 iShares Mortgage Real Estate ETF shares in Q2 2014, an estimated $2K.
  • Howe & Rusling first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 1 quarter.
  • Howe & Rusling's iShares Mortgage Real Estate ETF position peaked at $2K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.