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Integrated Wealth Management (Palm Desert)’s iShares Mortgage Real Estate ETF REM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-2,674
Closed -$112K – 825
2016
Q3 		$112K Buy
+2,674
New +$113K 0.04% 303

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s REM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 2,674 shares — an estimated $112K sold.

Integrated Wealth Management (Palm Desert) first reported a position in REM in Q3 2016 and held it in 1 quarter. The position peaked at $112K in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,674 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $112K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares Mortgage Real Estate ETF position peaked at $112K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.