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Patton Albertson Miller Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Patton Albertson Miller 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
2018
Q4 		– Sell
-500
Closed -$21K – 234
2018
Q3 		$21K Buy
+500
New +$22.3K 0.01% 213

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Patton Albertson Miller Group's REM Position: Q4 2018 in Review

Patton Albertson Miller Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2018, closing a stake of 500 shares — an estimated $21K sold.

Patton Albertson Miller Group first reported a position in REM in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 152 funds tracked by Wall St. Rank hold REM as of Q4 2018.

  • Patton Albertson Miller Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Patton Albertson Miller Group sold 500 iShares Mortgage Real Estate ETF shares in Q4 2018, an estimated $21K.
  • Patton Albertson Miller Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Patton Albertson Miller Group's iShares Mortgage Real Estate ETF position peaked at $21K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2018.

Based on Patton Albertson Miller Group's 13F filing for Q4 2018, filed 12 Feb 2019.