IPG Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

IPG Investment Advisors’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 Q4	–	Sell	-3,750	Closed	-$177K	–	131
2014 Q3	$177K	Buy	+3,750	New	+$188K	0.06%	98

Other funds holding REM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

IPG Investment Advisors's REM Position: Q4 2014 in Review

IPG Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2014, closing a stake of 3,750 shares — an estimated $177K sold.

IPG Investment Advisors first reported a position in REM in Q3 2014 and held it in 1 quarter. The position peaked at $177K in Q3 2014. 123 funds tracked by Wall St. Rank hold REM as of Q4 2014.

IPG Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2014 after selling out during the quarter.
IPG Investment Advisors sold 3,750 iShares Mortgage Real Estate ETF shares in Q4 2014, an estimated $177K.
IPG Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2014 and held it in 1 quarter.
IPG Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $177K in Q3 2014.
123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2014.

Based on IPG Investment Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.