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Moneta Group Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Moneta Group Investment Advisors’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
2018
Q3 		– Sell
-1,081
Closed -$47K – 338
2018
Q2 		$47K Buy
+1,081
New +$46.8K 0.01% 311

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Bank of America
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EWM
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FAM
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IA
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Moneta Group Investment Advisors's REM Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2018, closing a stake of 1,081 shares — an estimated $47K sold.

Moneta Group Investment Advisors first reported a position in REM in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 149 funds tracked by Wall St. Rank hold REM as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,081 iShares Mortgage Real Estate ETF shares in Q3 2018, an estimated $47K.
  • Moneta Group Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $47K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.