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Perella Weinberg Partners Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Perella Weinberg Partners Capital 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
Q2 		– Sell
-60,738
Closed -$2.58M – 242
2018
Q1 		$2.58M Buy
+60,738
New +$2.58M 0.12% 146

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NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perella Weinberg Partners Capital Management's REM Position: Q2 2018 in Review

Perella Weinberg Partners Capital Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2018, closing a stake of 60,738 shares — an estimated $2.58M sold.

Perella Weinberg Partners Capital Management first reported a position in REM in Q1 2018 and held it in 1 quarter. The position peaked at $2.58M in Q1 2018. 136 funds tracked by Wall St. Rank hold REM as of Q2 2018.

  • Perella Weinberg Partners Capital Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 60,738 iShares Mortgage Real Estate ETF shares in Q2 2018, an estimated $2.58M.
  • Perella Weinberg Partners Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • Perella Weinberg Partners Capital Management's iShares Mortgage Real Estate ETF position peaked at $2.58M in Q1 2018.
  • 136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2018.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q2 2018, filed 24 Jul 2018.