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Pasadena Private Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

Pasadena Private Wealth’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
2020
Q1 		– Sell
-10,860
Closed -$484K – 93
2019
Q4 		$484K Buy
10,860
+900
+9% +$39K 0.21% 36
2019
Q3 		$420K Buy
+9,960
New +$420K 0.19% 38

Other funds holding REM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
NCP
NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Pasadena Private Wealth's REM Position: Q1 2020 in Review

Pasadena Private Wealth sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 10,860 shares — an estimated $484K sold.

Pasadena Private Wealth first reported a position in REM in Q3 2019 and held it in 2 quarters. The position peaked at $484K in Q4 2019. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

  • Pasadena Private Wealth reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 10,860 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $484K.
  • Pasadena Private Wealth first reported a position in iShares Mortgage Real Estate ETF in Q3 2019 and held it in 2 quarters.
  • Pasadena Private Wealth's iShares Mortgage Real Estate ETF position peaked at $484K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Pasadena Private Wealth's 13F filing for Q1 2020, filed 4 May 2020.