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SkyOak Wealth’s iShares Mortgage Real Estate ETF REM Stock Holding History

SkyOak Wealth’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
Q3 		– Sell
-8,750
Closed -$218K – 231
2020
Q2 		$218K Sell
8,750
-1,450
-14% -$32.5K 0.08% 210
2020
Q1 		$191K Buy
10,200
+4,574
+81% +$184K 0.1% 191
2019
Q4 		$251K Buy
+5,626
New +$244K 0.08% 253

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
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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

SkyOak Wealth's REM Position: Q3 2020 in Review

SkyOak Wealth sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2020, closing a stake of 8,750 shares — an estimated $218K sold.

SkyOak Wealth first reported a position in REM in Q4 2019 and held it in 3 quarters. The position peaked at $251K in Q4 2019. 146 funds tracked by Wall St. Rank hold REM as of Q3 2020.

  • SkyOak Wealth reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 8,750 iShares Mortgage Real Estate ETF shares in Q3 2020, an estimated $218K.
  • SkyOak Wealth first reported a position in iShares Mortgage Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's iShares Mortgage Real Estate ETF position peaked at $251K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.