IFWM
REE

Institute for Wealth Management’s RARE ELEMENT RES LTD REE Stock Holding History

Institute for Wealth Management’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed – – 135
2013
Q2 		$0 Buy
+100
New +$195 ﹤0.01% 123

Other funds holding REE

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Institute for Wealth Management's REE Position: Q3 2013 in Review

Institute for Wealth Management sold out of RARE ELEMENT RES LTD (REE) in Q3 2013, closing a stake of 100 shares.

Institute for Wealth Management first reported a position in REE in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 45 funds tracked by Wall St. Rank hold REE as of Q3 2013.

  • Institute for Wealth Management reported no remaining RARE ELEMENT RES LTD position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 100 RARE ELEMENT RES LTD shares in Q3 2013.
  • Institute for Wealth Management first reported a position in RARE ELEMENT RES LTD in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's RARE ELEMENT RES LTD position peaked at $0 in Q2 2013.
  • 45 funds tracked by Wall St. Rank held RARE ELEMENT RES LTD as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.