PWM
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Patriot Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Patriot Wealth 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
2018
Q4 		$3.72M Buy
93,088
+8,137
+10% +$345K 0.54% 55
2018
Q3 		$3.7M Buy
84,951
+12,740
+18% +$568K 0.47% 58
2018
Q2 		$3.14M Buy
72,211
+12,718
+21% +$551K 0.43% 59
2018
Q1 		$2.53M Buy
59,493
+6,000
+11% +$255K 0.36% 66
2017
Q4 		$2.42M Buy
53,493
+1,581
+3% +$72.7K 0.34% 68
2017
Q3 		$2.43M Buy
51,912
+3,982
+8% +$186K 0.39% 63
2017
Q2 		$2.22M Buy
47,930
+691
+1% +$32.1K 0.37% 64
2017
Q1 		$2.14M Sell
47,239
-3,229
-6% -$142K 0.34% 61
2016
Q4 		$2.12M Sell
50,468
-15,345
-23% -$643K 0.4% 57
2016
Q3 		$2.77M Buy
65,813
+2,991
+5% +$127K 0.53% 58
2016
Q2 		$2.58M Sell
62,822
-1,484
-2% -$59.5K 0.51% 60
2016
Q1 		$2.49M Buy
64,306
+3,340
+5% +$123K 0.5% 60
2015
Q4 		$2.33M Buy
60,966
+2,371
+4% +$94.4K 0.48% 59
2015
Q3 		$2.33M Sell
58,595
-740
-1% -$31.5K 0.54% 57
2015
Q2 		$2.51M Buy
59,335
+7,554
+15% +$349K 0.56% 54
2015
Q1 		$2.42M Buy
51,781
+7,454
+17% +$350K 0.54% 55
2014
Q4 		$2.08M Buy
44,327
+8,340
+23% +$410K 0.49% 54
2014
Q3 		$1.7M Sell
35,987
-70,128
-66% -$3.52M 0.42% 55
2014
Q2 		$5.37M Buy
106,115
+3,558
+3% +$178K 1.36% 26
2014
Q1 		$5.03M Buy
102,557
+4,948
+5% +$244K 1.34% 29
2013
Q4 		$4.5M Buy
97,609
+16,475
+20% +$779K 1.24% 30
2013
Q3 		$3.89M Buy
+81,134
New +$3.96M 1.15% 37

Other funds holding REM

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Patriot Wealth Management's REM Position: Q4 2018 in Review

Patriot Wealth Management increased its iShares Mortgage Real Estate ETF (REM) stake by 9.6% in Q4 2018, buying an estimated $345K and bringing the position to 93,088 shares worth $3.72M. The position accounts for 0.54% of the portfolio, ranked #55.

Patriot Wealth Management first reported a position in REM in Q3 2013 and has held it in 22 quarters since. The position peaked at $5.37M in Q2 2014. 152 funds tracked by Wall St. Rank hold REM as of Q4 2018.

  • Patriot Wealth Management held 93,088 shares of iShares Mortgage Real Estate ETF worth $3.72M as of Q4 2018.
  • Patriot Wealth Management bought 8,137 iShares Mortgage Real Estate ETF shares in Q4 2018, an estimated $345K.
  • iShares Mortgage Real Estate ETF made up 0.54% of Patriot Wealth Management's portfolio in Q4 2018, its #55 holding.
  • Patriot Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and has held it in 22 quarters since.
  • Patriot Wealth Management's iShares Mortgage Real Estate ETF position peaked at $5.37M in Q2 2014.
  • 152 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.