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Princeton Global Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Princeton Global Asset 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
2021
Q2 		– Sell
-589
Closed -$21K – 557
2021
Q1 		$21K Sell
589
-200
-25% -$6.69K 0.01% 324
2020
Q4 		$25K Hold
789
– – 0.01% 312
2020
Q3 		$20K Hold
789
– – 0.01% 294
2020
Q2 		$19K Buy
+789
New +$17.7K 0.01% 359

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Princeton Global Asset Management's REM Position: Q2 2021 in Review

Princeton Global Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2021, closing a stake of 589 shares — an estimated $21K sold.

Princeton Global Asset Management first reported a position in REM in Q2 2020 and held it in 4 quarters. The position peaked at $25K in Q4 2020. 180 funds tracked by Wall St. Rank hold REM as of Q2 2021.

  • Princeton Global Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Princeton Global Asset Management sold 589 iShares Mortgage Real Estate ETF shares in Q2 2021, an estimated $21K.
  • Princeton Global Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2020 and held it in 4 quarters.
  • Princeton Global Asset Management's iShares Mortgage Real Estate ETF position peaked at $25K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2021.

Based on Princeton Global Asset Management's 13F filing for Q2 2021, filed 4 Aug 2021.