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Raiff Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Raiff Partners’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
2016
Q4 		– Sell
-75,000
Closed -$3.15M – 58
2016
Q3 		$3.15M Sell
75,000
-16,250
-18% -$689K 4.14% 11
2016
Q2 		$3.75M Buy
+91,250
New +$3.66M 10.78% 3
2014
Q3 		– Sell
-125,000
Closed -$6.32M – 34
2014
Q2 		$6.32M Hold
125,000
– – 4.58% 10
2014
Q1 		$6.13M Buy
+125,000
New +$6.16M 4.51% 8

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raiff Partners's REM Position: Q4 2016 in Review

Raiff Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 75,000 shares — an estimated $3.15M sold.

Raiff Partners first reported a position in REM in Q1 2014 and held it in 4 quarters. The position peaked at $6.32M in Q2 2014. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

  • Raiff Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
  • Raiff Partners sold 75,000 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $3.15M.
  • Raiff Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 4 quarters.
  • Raiff Partners's iShares Mortgage Real Estate ETF position peaked at $6.32M in Q2 2014.
  • 131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Raiff Partners's 13F filing for Q4 2016, filed 13 Feb 2017.