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

LexAurum 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
2020
Q1 		– Sell
-19,341
Closed -$861K – 237
2019
Q4 		$861K Buy
19,341
+462
+2% +$20K 0.43% 55
2019
Q3 		$795K Sell
18,879
-2,162
-10% -$91.3K 0.47% 51
2019
Q2 		$888K Buy
+21,041
New +$903K 0.55% 53

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
NCP
NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

LexAurum Advisors's REM Position: Q1 2020 in Review

LexAurum Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 19,341 shares — an estimated $861K sold.

LexAurum Advisors first reported a position in REM in Q2 2019 and held it in 3 quarters. The position peaked at $888K in Q2 2019. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

  • LexAurum Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • LexAurum Advisors sold 19,341 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $861K.
  • LexAurum Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • LexAurum Advisors's iShares Mortgage Real Estate ETF position peaked at $888K in Q2 2019.
  • 143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on LexAurum Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.