SEI Investments
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SEI Investments’s iShares Mortgage Real Estate ETF REM Stock Holding History

SEI Investments’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
Q3 		– Sell
-277
Closed -$12K – 3233
2018
Q2 		$12K Sell
277
-383
-58% -$16.6K ﹤0.01% 2953
2018
Q1 		$28K Buy
660
+385
+140% +$16.4K ﹤0.01% 2547
2017
Q4 		$12K Hold
275
– – ﹤0.01% 2753
2017
Q3 		$13K Buy
+275
New +$12.9K ﹤0.01% 2623

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 $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SEI Investments's REM Position: Q3 2018 in Review

SEI Investments sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2018, closing a stake of 277 shares — an estimated $12K sold.

SEI Investments first reported a position in REM in Q3 2017 and held it in 4 quarters. The position peaked at $28K in Q1 2018. 149 funds tracked by Wall St. Rank hold REM as of Q3 2018.

  • SEI Investments reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 277 iShares Mortgage Real Estate ETF shares in Q3 2018, an estimated $12K.
  • SEI Investments first reported a position in iShares Mortgage Real Estate ETF in Q3 2017 and held it in 4 quarters.
  • SEI Investments's iShares Mortgage Real Estate ETF position peaked at $28K in Q1 2018.
  • 149 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.