IP
REM icon

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

Intellectus 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
2019
Q2 		– Sell
-427
Closed -$18K – 353
2019
Q1 		$18K Buy
+427
New +$18.3K 0.01% 322
2018
Q4 		– Sell
-574
Closed -$26K – 464
2018
Q3 		$26K Buy
574
+9
+2% +$402 0.01% 409
2018
Q2 		$25K Hold
565
– – 0.01% 404
2018
Q1 		$24K Buy
565
+9
+2% +$383 0.01% 411
2017
Q4 		$25K Sell
556
-864
-61% -$39.7K 0.01% 408
2017
Q3 		$66K Buy
1,420
+9
+0.6% +$421 0.03% 344
2017
Q2 		$65K Buy
1,411
+7
+0.5% +$325 0.03% 334
2017
Q1 		$64K Buy
1,404
+8
+0.6% +$352 0.03% 296
2016
Q4 		$59K Buy
+1,396
New +$58.5K 0.03% 292

Other funds holding REM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return