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

JOYN 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
Q1 		– Sell
-4,326
Closed -$199K – 54
2013
Q4 		$199K Buy
+4,326
New +$205K 0.1% 29

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

JOYN Advisors's REM Position: Q1 2014 in Review

JOYN Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2014, closing a stake of 4,326 shares — an estimated $199K sold.

JOYN Advisors first reported a position in REM in Q4 2013 and held it in 1 quarter. The position peaked at $199K in Q4 2013. 109 funds tracked by Wall St. Rank hold REM as of Q1 2014.

  • JOYN Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2014 after selling out during the quarter.
  • JOYN Advisors sold 4,326 iShares Mortgage Real Estate ETF shares in Q1 2014, an estimated $199K.
  • JOYN Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 1 quarter.
  • JOYN Advisors's iShares Mortgage Real Estate ETF position peaked at $199K in Q4 2013.
  • 109 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2014.

Based on JOYN Advisors's 13F filing for Q1 2014, filed 6 May 2014.