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

Kovack 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
2017
Q2 		– Sell
-5,438
Closed -$246K – 402
2017
Q1 		$246K Buy
5,438
+7
+0.1% +$308 0.1% 230
2016
Q4 		$228K Buy
5,431
+6
+0.1% +$251 0.11% 209
2016
Q3 		$228K Buy
+5,425
New +$230K 0.11% 213

Other funds holding REM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovack Advisors's REM Position: Q2 2017 in Review

Kovack Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2017, closing a stake of 5,438 shares — an estimated $246K sold.

Kovack Advisors first reported a position in REM in Q3 2016 and held it in 3 quarters. The position peaked at $246K in Q1 2017. 144 funds tracked by Wall St. Rank hold REM as of Q2 2017.

  • Kovack Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Kovack Advisors sold 5,438 iShares Mortgage Real Estate ETF shares in Q2 2017, an estimated $246K.
  • Kovack Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2016 and held it in 3 quarters.
  • Kovack Advisors's iShares Mortgage Real Estate ETF position peaked at $246K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2017.

Based on Kovack Advisors's 13F filing for Q2 2017, filed 30 Aug 2018.