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Joel Isaacson & Co’s iShares Mortgage Real Estate ETF REM Stock Holding History

Joel Isaacson & Co’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
-199
Closed -$8K – 690
2016
Q3 		$8K Buy
+199
New +$8.44K ﹤0.01% 568

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Joel Isaacson & Co's REM Position: Q4 2016 in Review

Joel Isaacson & Co sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 199 shares — an estimated $8K sold.

Joel Isaacson & Co first reported a position in REM in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Joel Isaacson & Co reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 199 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $8K.
  • Joel Isaacson & Co first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares Mortgage Real Estate ETF position peaked at $8K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.