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IMA Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

IMA Advisory 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
2013
Q3 		– Sell
-77,624
Closed -$3.93M – 173
2013
Q2 		$3.93M Buy
+77,624
New +$4.53M 2.13% 6

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IMA Advisory Services's REM Position: Q3 2013 in Review

IMA Advisory Services sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2013, closing a stake of 77,624 shares — an estimated $3.93M sold.

IMA Advisory Services first reported a position in REM in Q2 2013 and held it in 1 quarter. The position peaked at $3.93M in Q2 2013. 87 funds tracked by Wall St. Rank hold REM as of Q3 2013.

  • IMA Advisory Services reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • IMA Advisory Services sold 77,624 iShares Mortgage Real Estate ETF shares in Q3 2013, an estimated $3.93M.
  • IMA Advisory Services first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • IMA Advisory Services's iShares Mortgage Real Estate ETF position peaked at $3.93M in Q2 2013.
  • 87 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2013.

Based on IMA Advisory Services's 13F filing for Q3 2013, filed 3 Oct 2013.