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 New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAM

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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.