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Prime Capital Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Prime Capital Investment Advisors’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
Q3 		– Sell
-1,345
Closed -$58K – 337
2018
Q2 		$58K Hold
1,345
– – 0.02% 191
2018
Q1 		$57K Sell
1,345
-67,712
-98% -$2.88M 0.04% 155
2017
Q4 		$3.12M Buy
+69,057
New +$3.17M 2.41% 9

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Prime Capital Investment Advisors's REM Position: Q3 2018 in Review

Prime Capital Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2018, closing a stake of 1,345 shares — an estimated $58K sold.

Prime Capital Investment Advisors first reported a position in REM in Q4 2017 and held it in 3 quarters. The position peaked at $3.12M in Q4 2017. 149 funds tracked by Wall St. Rank hold REM as of Q3 2018.

  • Prime Capital Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,345 iShares Mortgage Real Estate ETF shares in Q3 2018, an estimated $58K.
  • Prime Capital Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Prime Capital Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $3.12M in Q4 2017.
  • 149 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.