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Royal Fund Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Royal Fund 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
2019
Q1 		– Sell
-34
Closed -$1K – 655
2018
Q4 		$1K Hold
34
– – ﹤0.01% 544
2018
Q3 		$1K Hold
34
– – ﹤0.01% 489
2018
Q2 		$1K Hold
34
– – ﹤0.01% 532
2018
Q1 		$1K Hold
34
– – ﹤0.01% 499
2017
Q4 		$1K Hold
34
– – ﹤0.01% 627
2017
Q3 		$1K Hold
34
– – ﹤0.01% 434
2017
Q2 		$1K Buy
+34
New +$1.58K ﹤0.01% 418

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

Royal Fund Management's REM Position: Q1 2019 in Review

Royal Fund Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2019, closing a stake of 34 shares — an estimated $1K sold.

Royal Fund Management first reported a position in REM in Q2 2017 and held it in 7 quarters. The position peaked at $1K in Q4 2018. 148 funds tracked by Wall St. Rank hold REM as of Q1 2019.

  • Royal Fund Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2019 after selling out during the quarter.
  • Royal Fund Management sold 34 iShares Mortgage Real Estate ETF shares in Q1 2019, an estimated $1K.
  • Royal Fund Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 7 quarters.
  • Royal Fund Management's iShares Mortgage Real Estate ETF position peaked at $1K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2019.

Based on Royal Fund Management's 13F filing for Q1 2019, filed 11 May 2020.