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JFS Wealth Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

JFS Wealth 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
2018
Q3 		– Sell
-595
Closed -$26K – 544
2018
Q2 		$26K Buy
+595
New +$25.8K 0.01% 289

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JFS Wealth Advisors's REM Position: Q3 2018 in Review

JFS Wealth Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2018, closing a stake of 595 shares — an estimated $26K sold.

JFS Wealth Advisors first reported a position in REM in Q2 2018 and held it in 1 quarter. The position peaked at $26K in Q2 2018. 149 funds tracked by Wall St. Rank hold REM as of Q3 2018.

  • JFS Wealth Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 595 iShares Mortgage Real Estate ETF shares in Q3 2018, an estimated $26K.
  • JFS Wealth Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares Mortgage Real Estate ETF position peaked at $26K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2018.

Based on JFS Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.