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Sage Capital Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sage Capital 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
2017
Q3 		– Sell
-4,592
Closed -$213K – 89
2017
Q2 		$213K Buy
+4,592
New +$213K 0.16% 78

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.26B AUM 13.25% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Sage Capital Advisors's REM Position: Q3 2017 in Review

Sage Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2017, closing a stake of 4,592 shares — an estimated $213K sold.

Sage Capital Advisors first reported a position in REM in Q2 2017 and held it in 1 quarter. The position peaked at $213K in Q2 2017. 136 funds tracked by Wall St. Rank hold REM as of Q3 2017.

  • Sage Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Sage Capital Advisors sold 4,592 iShares Mortgage Real Estate ETF shares in Q3 2017, an estimated $213K.
  • Sage Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • Sage Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $213K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2017.

Based on Sage Capital Advisors's 13F filing for Q3 2017, filed 30 Nov 2017.