NEXT Financial Holdings’s iShares Mortgage Real Estate ETF REM Stock Holding History

NEXT Financial Holdings’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	$37K	Buy	+853	New	+$36.6K	0.01%	807

Other funds holding REM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

NEXT Financial Holdings's REM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Mortgage Real Estate ETF (REM) in Q1 2019: 853 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #807 among its holdings.

148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

NEXT Financial Holdings held 853 shares of iShares Mortgage Real Estate ETF worth $37K as of Q1 2019.
iShares Mortgage Real Estate ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Mortgage Real Estate ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #807 holding.
148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.