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Segall Bryant & Hamill’s iShares Mortgage Real Estate ETF REM Stock Holding History

Segall Bryant & Hamill’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
Q3 		– Sell
-5,526
Closed -$227K – 564
2016
Q2 		$227K Hold
5,526
– – 0.01% 510
2016
Q1 		$214K Buy
+5,526
New +$203K 0.01% 517

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
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

Segall Bryant & Hamill's REM Position: Q3 2016 in Review

Segall Bryant & Hamill sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2016, closing a stake of 5,526 shares — an estimated $227K sold.

Segall Bryant & Hamill first reported a position in REM in Q1 2016 and held it in 2 quarters. The position peaked at $227K in Q2 2016. 148 funds tracked by Wall St. Rank hold REM as of Q3 2016.

  • Segall Bryant & Hamill reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,526 iShares Mortgage Real Estate ETF shares in Q3 2016, an estimated $227K.
  • Segall Bryant & Hamill first reported a position in iShares Mortgage Real Estate ETF in Q1 2016 and held it in 2 quarters.
  • Segall Bryant & Hamill's iShares Mortgage Real Estate ETF position peaked at $227K in Q2 2016.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2016.

Based on Segall Bryant & Hamill's 13F filing for Q3 2016, filed 14 Nov 2016.