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Miller Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Miller Investment 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
2014
Q3 		– Sell
-378,637
Closed -$19.1M – 71
2014
Q2 		$19.1M Buy
378,637
+2,294
+0.6% +$115K 8.5% 5
2014
Q1 		$18.5M Buy
376,343
+2,390
+0.6% +$118K 10.34% 4
2013
Q4 		$17.2M Buy
373,953
+838
+0.2% +$39.6K 9.6% 4
2013
Q3 		$17.9M Buy
+373,115
New +$18.2M 10.74% 3

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Miller Investment Management's REM Position: Q3 2014 in Review

Miller Investment Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2014, closing a stake of 378,637 shares — an estimated $19.1M sold.

Miller Investment Management first reported a position in REM in Q3 2013 and held it in 4 quarters. The position peaked at $19.1M in Q2 2014. 115 funds tracked by Wall St. Rank hold REM as of Q3 2014.

  • Miller Investment Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Miller Investment Management sold 378,637 iShares Mortgage Real Estate ETF shares in Q3 2014, an estimated $19.1M.
  • Miller Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and held it in 4 quarters.
  • Miller Investment Management's iShares Mortgage Real Estate ETF position peaked at $19.1M in Q2 2014.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2014.

Based on Miller Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.