NKCFO LLC’s iShares Mortgage Real Estate ETF REM Stock Holding History

NKCFO LLC’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
2021 Q4	–	Sell	-9,000	Closed	-$326K	–	120
2021 Q3	$326K	Hold	9,000	–	–	0.11%	54
2021 Q2	$334K	Buy	+9,000	New	+$330K	0.11%	61

Other funds holding REM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NKCFO LLC's REM Position: Q4 2021 in Review

NKCFO LLC sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2021, closing a stake of 9,000 shares — an estimated $326K sold.

NKCFO LLC first reported a position in REM in Q2 2021 and held it in 2 quarters. The position peaked at $334K in Q2 2021. 158 funds tracked by Wall St. Rank hold REM as of Q4 2021.

NKCFO LLC reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2021 after selling out during the quarter.
NKCFO LLC sold 9,000 iShares Mortgage Real Estate ETF shares in Q4 2021, an estimated $326K.
NKCFO LLC first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and held it in 2 quarters.
NKCFO LLC's iShares Mortgage Real Estate ETF position peaked at $334K in Q2 2021.
158 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2021.

Based on NKCFO LLC's 13F filing for Q4 2021, filed 27 Jan 2022.