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Private Capital Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Private Capital 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
2019
Q1 		– Sell
-700
Closed -$28K – 2297
2018
Q4 		$28K Sell
700
-20
-3% -$849 0.01% 945
2018
Q3 		$32K Buy
+720
New +$32.1K 0.01% 922

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Capital Group's REM Position: Q1 2019 in Review

Private Capital Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2019, closing a stake of 700 shares — an estimated $28K sold.

Private Capital Group first reported a position in REM in Q3 2018 and held it in 2 quarters. The position peaked at $32K in Q3 2018. 148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

  • Private Capital Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Private Capital Group sold 700 iShares Mortgage Real Estate ETF shares in Q1 2019, an estimated $28K.
  • Private Capital Group first reported a position in iShares Mortgage Real Estate ETF in Q3 2018 and held it in 2 quarters.
  • Private Capital Group's iShares Mortgage Real Estate ETF position peaked at $32K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on Private Capital Group's 13F filing for Q1 2019, filed 26 Apr 2019.