Massachusetts Mutual Life Insurance’s iShares Mortgage Real Estate ETF REM Stock Holding History

Massachusetts Mutual Life Insurance’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
2015 Q1	$463K	Sell	9,906 -2,683	-21%	-$126K	0.52%	38
2014 Q4	$590K	Sell	12,589 -550	-4%	-$27K	1.78%	12
2014 Q3	$620K	Buy	13,139 +467	+4%	+$23.5K	1.88%	12
2014 Q2	$641K	Sell	12,672 -74	-0.6%	-$3.7K	2.09%	11
2014 Q1	$625K	Sell	12,746 -198	-2%	-$9.76K	2.3%	11
2013 Q4	$596K	Sell	12,944 -1,058	-8%	-$50K	2.47%	11
2013 Q3	$672K	Buy	+14,002	New	+$683K	0.64%	42

Other funds holding REM

BFA

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

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

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

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

CIA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

Massachusetts Mutual Life Insurance's REM Position: Q1 2015 in Review

Massachusetts Mutual Life Insurance reduced its iShares Mortgage Real Estate ETF (REM) stake by 21% in Q1 2015, selling an estimated $126K and leaving 9,906 shares worth $463K. The position accounts for 0.52% of the portfolio, ranked #38.

Massachusetts Mutual Life Insurance first reported a position in REM in Q3 2013 and has held it in 7 quarters since. The position peaked at $672K in Q3 2013. 123 funds tracked by Wall St. Rank hold REM as of Q1 2015.

Massachusetts Mutual Life Insurance held 9,906 shares of iShares Mortgage Real Estate ETF worth $463K as of Q1 2015.
Massachusetts Mutual Life Insurance sold 2,683 iShares Mortgage Real Estate ETF shares in Q1 2015, an estimated $126K.
iShares Mortgage Real Estate ETF made up 0.52% of Massachusetts Mutual Life Insurance's portfolio in Q1 2015, its #38 holding.
Massachusetts Mutual Life Insurance first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and has held it in 7 quarters since.
Massachusetts Mutual Life Insurance's iShares Mortgage Real Estate ETF position peaked at $672K in Q3 2013.
123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2015.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q1 2015, filed 16 Apr 2015.