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Rowland Carmichael Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Rowland Carmichael 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
2020
Q4 		$185K Sell
5,800
-3,660
-39% -$106K 0.06% 296
2020
Q3 		$244K Sell
9,460
-1,165
-11% -$30.3K 0.1% 239
2020
Q2 		$264K Hold
10,625
– – 0.11% 209
2020
Q1 		$199K Buy
10,625
+1,180
+12% +$47.4K 0.1% 235
2019
Q4 		$421K Buy
+9,445
New +$409K 0.14% 171

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Rowland Carmichael Advisors's REM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 39% in Q4 2020, selling an estimated $106K and leaving 5,800 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #296.

Rowland Carmichael Advisors first reported a position in REM in Q4 2019 and has held it in 5 quarters since. The position peaked at $421K in Q4 2019. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Rowland Carmichael Advisors held 5,800 shares of iShares Mortgage Real Estate ETF worth $185K as of Q4 2020.
  • Rowland Carmichael Advisors sold 3,660 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $106K.
  • iShares Mortgage Real Estate ETF made up 0.06% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #296 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and has held it in 5 quarters since.
  • Rowland Carmichael Advisors's iShares Mortgage Real Estate ETF position peaked at $421K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.