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Mariner Independent Advisor Network’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mariner Independent Advisor Network’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
-10,196
Closed -$462K – 300
2017
Q1 		$462K Buy
+10,196
New +$449K 0.06% 164

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mariner Independent Advisor Network's REM Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2017, closing a stake of 10,196 shares — an estimated $462K sold.

Mariner Independent Advisor Network first reported a position in REM in Q1 2017 and held it in 1 quarter. The position peaked at $462K in Q1 2017. 144 funds tracked by Wall St. Rank hold REM as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,196 iShares Mortgage Real Estate ETF shares in Q2 2017, an estimated $462K.
  • Mariner Independent Advisor Network first reported a position in iShares Mortgage Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's iShares Mortgage Real Estate ETF position peaked at $462K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.