L.J. Altfest & Co’s iShares Mortgage Real Estate ETF REM Stock Holding History

L.J. Altfest & 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
2014 Q1	–	Sell	-18,481	Closed	-$852K	–	117
2013 Q4	$852K	Buy	+18,481	New	+$874K	0.73%	52

Other funds holding REM

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

L.J. Altfest & Co's REM Position: Q1 2014 in Review

L.J. Altfest & Co sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2014, closing a stake of 18,481 shares — an estimated $852K sold.

L.J. Altfest & Co first reported a position in REM in Q4 2013 and held it in 1 quarter. The position peaked at $852K in Q4 2013. 109 funds tracked by Wall St. Rank hold REM as of Q1 2014.

L.J. Altfest & Co reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2014 after selling out during the quarter.
L.J. Altfest & Co sold 18,481 iShares Mortgage Real Estate ETF shares in Q1 2014, an estimated $852K.
L.J. Altfest & Co first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 1 quarter.
L.J. Altfest & Co's iShares Mortgage Real Estate ETF position peaked at $852K in Q4 2013.
109 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2014.

Based on L.J. Altfest & Co's 13F filing for Q1 2014, filed 13 May 2014.