Sanders Morris Harris’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sanders Morris Harris’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	-23	Closed	-$956K	–	151
2016 Q3	$956K	Sell	23 -22,747	-100%	-$965K	0.29%	56
2016 Q2	$934K	Buy	22,770 +12	+0.1%	+$481	0.22%	104
2016 Q1	$1K	Buy	+22,758	New	+$838K	﹤0.01%	323

Other funds holding REM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 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

Sanders Morris Harris's REM Position: Q4 2016 in Review

Sanders Morris Harris sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2016, closing a stake of 23 shares — an estimated $956K sold.

Sanders Morris Harris first reported a position in REM in Q1 2016 and held it in 3 quarters. The position peaked at $956K in Q3 2016. 131 funds tracked by Wall St. Rank hold REM as of Q4 2016.

Sanders Morris Harris reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Sanders Morris Harris sold 23 iShares Mortgage Real Estate ETF shares in Q4 2016, an estimated $956K.
Sanders Morris Harris first reported a position in iShares Mortgage Real Estate ETF in Q1 2016 and held it in 3 quarters.
Sanders Morris Harris's iShares Mortgage Real Estate ETF position peaked at $956K in Q3 2016.
131 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.