Signet Financial Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Signet Financial Management’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
2022 Q1	–	Sell	-4,694	Closed	-$162K	–	1088
2021 Q4	$162K	Buy	+4,694	New	+$171K	0.02%	275
2018 Q4	–	Sell	-5,189	Closed	-$226K	–	694
2018 Q3	$226K	Sell	5,189 -1,116	-18%	-$49.8K	0.04%	215
2018 Q2	$274K	Sell	6,305 -258	-4%	-$11.2K	0.05%	200
2018 Q1	$279K	Sell	6,563 -958	-13%	-$40.8K	0.05%	183
2017 Q4	$340K	Sell	7,521 -574	-7%	-$26.4K	0.06%	170
2017 Q3	$379K	Buy	8,095 +860	+12%	+$40.2K	0.07%	155
2017 Q2	$336K	Buy	7,235 +40	+0.6%	+$1.86K	0.07%	156
2017 Q1	$326K	Buy	7,195 +934	+15%	+$41.1K	0.07%	160
2016 Q4	$263K	Buy	+6,261	New	+$262K	0.06%	151
2016 Q3	–	Sell	-2,972	Closed	-$122K	–	181
2016 Q2	$122K	Buy	+2,972	New	+$119K	0.03%	165

Other funds holding REM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signet Financial Management's REM Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2022, closing a stake of 4,694 shares — an estimated $162K sold.

Signet Financial Management first reported a position in REM in Q2 2016 and held it in 10 quarters. The position peaked at $379K in Q3 2017. 148 funds tracked by Wall St. Rank hold REM as of Q1 2022.

Signet Financial Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 4,694 iShares Mortgage Real Estate ETF shares in Q1 2022, an estimated $162K.
Signet Financial Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and held it in 10 quarters.
Signet Financial Management's iShares Mortgage Real Estate ETF position peaked at $379K in Q3 2017.
148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.