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Sheaff Brock Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sheaff Brock Investment 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
2020
Q1 		– Sell
-9,807
Closed -$437K – 481
2019
Q4 		$437K Buy
9,807
+750
+8% +$32.5K 0.04% 265
2019
Q3 		$382K Buy
9,057
+3,496
+63% +$148K 0.04% 293
2019
Q2 		$235K Buy
+5,561
New +$239K 0.03% 387
2018
Q4 		– Sell
-5,999
Closed -$261K – 518
2018
Q3 		$261K Buy
5,999
+799
+15% +$35.6K 0.02% 384
2018
Q2 		$226K Buy
+5,200
New +$225K 0.02% 427
2018
Q1 		– Sell
-5,300
Closed -$240K – 576
2017
Q4 		$240K Buy
5,300
+142
+3% +$6.53K 0.03% 408
2017
Q3 		$242K Buy
5,158
+210
+4% +$9.81K 0.03% 421
2017
Q2 		$229K Buy
+4,948
New +$230K 0.03% 468
2016
Q4 		– Sell
-3,035
Closed -$128K – 643
2016
Q3 		$128K Buy
3,035
+1
+0% +$42 0.02% 508
2016
Q2 		$125K Buy
3,034
+81
+3% +$3.25K 0.02% 530
2016
Q1 		$114K Buy
2,953
+1
+0% +$37 0.01% 551
2015
Q4 		$113K Buy
+2,952
New +$117K 0.01% 574

Other funds holding REM

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
NCP
NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Sheaff Brock Investment Advisors's REM Position: Q1 2020 in Review

Sheaff Brock Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 9,807 shares — an estimated $437K sold.

Sheaff Brock Investment Advisors first reported a position in REM in Q4 2015 and held it in 12 quarters. The position peaked at $437K in Q4 2019. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

  • Sheaff Brock Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,807 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $437K.
  • Sheaff Brock Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2015 and held it in 12 quarters.
  • Sheaff Brock Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $437K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.