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Patten Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Patten Group’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
2017
Q4 		– Sell
-50
Closed -$2K – 639
2017
Q3 		$2K Hold
50
– – ﹤0.01% 592
2017
Q2 		$2K Hold
50
– – ﹤0.01% 609
2017
Q1 		$2K Hold
50
– – ﹤0.01% 602
2016
Q4 		$2K Hold
50
– – ﹤0.01% 574
2016
Q3 		$2.06K Hold
50
– – ﹤0.01% 588
2016
Q2 		$2.05K Buy
+50
New +$2K ﹤0.01% 582

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Patten Group's REM Position: Q4 2017 in Review

Patten Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2017, closing a stake of 50 shares — an estimated $2K sold.

Patten Group first reported a position in REM in Q2 2016 and held it in 6 quarters. The position peaked at $2.06K in Q3 2016. 138 funds tracked by Wall St. Rank hold REM as of Q4 2017.

  • Patten Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Patten Group sold 50 iShares Mortgage Real Estate ETF shares in Q4 2017, an estimated $2K.
  • Patten Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 6 quarters.
  • Patten Group's iShares Mortgage Real Estate ETF position peaked at $2.06K in Q3 2016.
  • 138 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2017.

Based on Patten Group's 13F filing for Q4 2017, filed 2 Feb 2018.