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Searle & Co’s iShares Mortgage Real Estate ETF REM Stock Holding History

Searle & Co’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
2015
Q3 		– Sell
-500
Closed -$21K – 224
2015
Q2 		$21K Hold
500
– – 0.02% 233
2015
Q1 		$23K Hold
500
– – 0.02% 229
2014
Q4 		$23K Buy
+500
New +$24.6K 0.02% 253

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Searle & Co's REM Position: Q3 2015 in Review

Searle & Co sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2015, closing a stake of 500 shares — an estimated $21K sold.

Searle & Co first reported a position in REM in Q4 2014 and held it in 3 quarters. The position peaked at $23K in Q1 2015. 108 funds tracked by Wall St. Rank hold REM as of Q3 2015.

  • Searle & Co reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 500 iShares Mortgage Real Estate ETF shares in Q3 2015, an estimated $21K.
  • Searle & Co first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 3 quarters.
  • Searle & Co's iShares Mortgage Real Estate ETF position peaked at $23K in Q1 2015.
  • 108 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.