JWM
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Jacobus Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Jacobus Wealth Management’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
Q4 		– Sell
-10,169
Closed -$488K – 315
2013
Q3 		$488K Buy
10,169
+4,850
+91% +$237K 0.17% 103
2013
Q2 		$269K Buy
+5,319
New +$311K 0.1% 144

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 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
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
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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jacobus Wealth Management's REM Position: Q4 2013 in Review

Jacobus Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2013, closing a stake of 10,169 shares — an estimated $488K sold.

Jacobus Wealth Management first reported a position in REM in Q2 2013 and held it in 2 quarters. The position peaked at $488K in Q3 2013. 103 funds tracked by Wall St. Rank hold REM as of Q4 2013.

  • Jacobus Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2013 after selling out during the quarter.
  • Jacobus Wealth Management sold 10,169 iShares Mortgage Real Estate ETF shares in Q4 2013, an estimated $488K.
  • Jacobus Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 2 quarters.
  • Jacobus Wealth Management's iShares Mortgage Real Estate ETF position peaked at $488K in Q3 2013.
  • 103 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2013.

Based on Jacobus Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.