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Mid Atlantic Financial Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mid Atlantic Financial 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
2019
Q1 		– Sell
-91,770
Closed -$3.67M – 756
2018
Q4 		$3.67M Buy
+91,770
New +$3.89M 0.45% 48

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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWMS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mid Atlantic Financial Management's REM Position: Q1 2019 in Review

Mid Atlantic Financial Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2019, closing a stake of 91,770 shares — an estimated $3.67M sold.

Mid Atlantic Financial Management first reported a position in REM in Q4 2018 and held it in 1 quarter. The position peaked at $3.67M in Q4 2018. 148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

  • Mid Atlantic Financial Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 91,770 iShares Mortgage Real Estate ETF shares in Q1 2019, an estimated $3.67M.
  • Mid Atlantic Financial Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 1 quarter.
  • Mid Atlantic Financial Management's iShares Mortgage Real Estate ETF position peaked at $3.67M in Q4 2018.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2019, filed 7 May 2019.