M&R Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

M&R Capital Management’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	-1,125	Closed	-$50K	–	488
2019 Q4	$50K	Hold	1,125	–	–	0.01%	264
2019 Q3	$47K	Hold	1,125	–	–	0.01%	281
2019 Q2	$47K	Hold	1,125	–	–	0.01%	280
2019 Q1	$49K	Hold	1,125	–	–	0.01%	280
2018 Q4	$44K	Hold	1,125	–	–	0.01%	272
2018 Q3	$49K	Hold	1,125	–	–	0.01%	284
2018 Q2	$48K	Hold	1,125	–	–	0.01%	288
2018 Q1	$47K	Hold	1,125	–	–	0.01%	297
2017 Q4	$50K	Hold	1,125	–	–	0.01%	302
2017 Q3	$52K	Hold	1,125	–	–	0.01%	297
2017 Q2	$52K	Hold	1,125	–	–	0.01%	298
2017 Q1	$50K	Buy	+1,125	New	+$49.5K	0.01%	303

Other funds holding REM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

M&R Capital Management's REM Position: Q1 2020 in Review

M&R Capital Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 1,125 shares — an estimated $50K sold.

M&R Capital Management first reported a position in REM in Q1 2017 and held it in 12 quarters. The position peaked at $52K in Q3 2017. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

M&R Capital Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
M&R Capital Management sold 1,125 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $50K.
M&R Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2017 and held it in 12 quarters.
M&R Capital Management's iShares Mortgage Real Estate ETF position peaked at $52K in Q3 2017.
143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on M&R Capital Management's 13F filing for Q1 2020, filed 2 Apr 2020.