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S.R. Schill & Associates’s iShares Mortgage Real Estate ETF REM Stock Holding History

S.R. Schill & Associates’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
2018
Q1 		– Sell
-59,331
Closed -$2.68M – 76
2017
Q4 		$2.68M Sell
59,331
-254
-0.4% -$11.7K 1.66% 18
2017
Q3 		$2.79M Buy
59,585
+36,742
+161% +$1.72M 1.67% 19
2017
Q2 		$1.06M Buy
+22,843
New +$1.06M 0.67% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

S.R. Schill & Associates's REM Position: Q1 2018 in Review

S.R. Schill & Associates sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2018, closing a stake of 59,331 shares — an estimated $2.68M sold.

S.R. Schill & Associates first reported a position in REM in Q2 2017 and held it in 3 quarters. The position peaked at $2.79M in Q3 2017. 127 funds tracked by Wall St. Rank hold REM as of Q1 2018.

  • S.R. Schill & Associates reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • S.R. Schill & Associates sold 59,331 iShares Mortgage Real Estate ETF shares in Q1 2018, an estimated $2.68M.
  • S.R. Schill & Associates first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 3 quarters.
  • S.R. Schill & Associates's iShares Mortgage Real Estate ETF position peaked at $2.79M in Q3 2017.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2018.

Based on S.R. Schill & Associates's 13F filing for Q1 2018, filed 10 May 2018.