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Placemark Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

Placemark Investments’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
2014
Q4 		$2.55M Buy
54,443
+25,186
+86% +$1.24M 0.05% 491
2014
Q3 		$1.38M Buy
29,257
+15,990
+121% +$803K 0.03% 718
2014
Q2 		$670K Buy
13,267
+3,425
+35% +$171K 0.01% 1055
2014
Q1 		$482K Buy
9,842
+3,767
+62% +$186K 0.01% 1145
2013
Q4 		$279K Buy
6,075
+1,411
+30% +$66.7K ﹤0.01% 1389
2013
Q3 		$225K Sell
4,664
-13,176
-74% -$643K ﹤0.01% 1434
2013
Q2 		$902K Buy
+17,840
New +$1.04M 0.02% 791

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Placemark Investments's REM Position: Q4 2014 in Review

Placemark Investments increased its iShares Mortgage Real Estate ETF (REM) stake by 86% in Q4 2014, buying an estimated $1.24M and bringing the position to 54,443 shares worth $2.55M. The position accounts for 0.05% of the portfolio, ranked #491.

Placemark Investments first reported a position in REM in Q2 2013 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold REM as of Q4 2014.

  • Placemark Investments held 54,443 shares of iShares Mortgage Real Estate ETF worth $2.55M as of Q4 2014.
  • Placemark Investments bought 25,186 iShares Mortgage Real Estate ETF shares in Q4 2014, an estimated $1.24M.
  • iShares Mortgage Real Estate ETF made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #491 holding.
  • Placemark Investments first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and has held it in 7 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.