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SMH Capital Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

SMH Capital 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
2021
Q1 		– Sell
-17,008
Closed -$542K – 54
2020
Q4 		$542K Hold
17,008
– – 1.37% 11
2020
Q3 		$438K Sell
17,008
-94
-0.5% -$2.44K 1.02% 10
2020
Q2 		$425K Sell
17,102
-29
-0.2% -$650 0.85% 11
2020
Q1 		$320K Buy
17,131
+5
+0% +$201 0.68% 12
2019
Q4 		$763K Buy
17,126
+3
+0% +$130 1.51% 10
2019
Q3 		$721K Buy
17,123
+3
+0% +$127 1.58% 9
2019
Q2 		$722K Buy
17,120
+3
+0% +$129 1.76% 9
2019
Q1 		$742K Buy
17,117
+2
+0% +$86 1.44% 11
2018
Q4 		$684K Buy
17,115
+6
+0% +$255 1.39% 12
2018
Q3 		$745K Buy
17,109
+6
+0% +$268 1.28% 15
2018
Q2 		$743K Sell
17,103
-5,280
-24% -$229K 1.2% 16
2018
Q1 		$951K Buy
22,383
+2
+0% +$85 1.47% 12
2017
Q4 		$1.01M Buy
+22,381
New +$1.03M 1.7% 9

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

SMH Capital Advisors's REM Position: Q1 2021 in Review

SMH Capital Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2021, closing a stake of 17,008 shares — an estimated $542K sold.

SMH Capital Advisors first reported a position in REM in Q4 2017 and held it in 13 quarters. The position peaked at $1.01M in Q4 2017. 178 funds tracked by Wall St. Rank hold REM as of Q1 2021.

  • SMH Capital Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • SMH Capital Advisors sold 17,008 iShares Mortgage Real Estate ETF shares in Q1 2021, an estimated $542K.
  • SMH Capital Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 13 quarters.
  • SMH Capital Advisors's iShares Mortgage Real Estate ETF position peaked at $1.01M in Q4 2017.
  • 178 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2021.

Based on SMH Capital Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.