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Simplicity Solutions’s iShares Mortgage Real Estate ETF REM Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-14,371
Closed -$458K – 865
2020
Q4 		$458K Sell
14,371
-1,706
-11% -$49.3K 0.01% 704
2020
Q3 		$414K Sell
16,077
-1,108
-6% -$28.8K 0.01% 666
2020
Q2 		$427K Buy
17,185
+5,223
+44% +$117K 0.01% 660
2020
Q1 		$224K Buy
+11,962
New +$481K 0.01% 666
2019
Q2 		– Sell
-7,428
Closed -$322K – 818
2019
Q1 		$322K Buy
7,428
+511
+7% +$21.9K 0.02% 513
2018
Q4 		$277K Buy
+6,917
New +$294K 0.04% 471

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simplicity Solutions's REM Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2021, closing a stake of 14,371 shares — an estimated $458K sold.

Simplicity Solutions first reported a position in REM in Q4 2018 and held it in 6 quarters. The position peaked at $458K in Q4 2020. 178 funds tracked by Wall St. Rank hold REM as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 14,371 iShares Mortgage Real Estate ETF shares in Q1 2021, an estimated $458K.
  • Simplicity Solutions first reported a position in iShares Mortgage Real Estate ETF in Q4 2018 and held it in 6 quarters.
  • Simplicity Solutions's iShares Mortgage Real Estate ETF position peaked at $458K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.