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Juncture Wealth Strategies’s iShares Mortgage Real Estate ETF REM Stock Holding History

Juncture Wealth Strategies’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
-3,638
Closed -$153K – 86
2016
Q3 		$153K Buy
+3,638
New +$154K 0.1% 80

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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

Juncture Wealth Strategies's REM Position: Q4 2016 in Review

Juncture Wealth Strategies sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 3,638 shares — an estimated $153K sold.

Juncture Wealth Strategies first reported a position in REM in Q3 2016 and held it in 1 quarter. The position peaked at $153K in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Juncture Wealth Strategies reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,638 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $153K.
  • Juncture Wealth Strategies first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 1 quarter.
  • Juncture Wealth Strategies's iShares Mortgage Real Estate ETF position peaked at $153K in Q3 2016.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Juncture Wealth Strategies's 13F filing for Q4 2016, filed 17 Jan 2017.