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Strategic Capital Alternatives’s iShares Mortgage Real Estate ETF REM Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		– Sell
-254
Closed -$12K – 439
2015
Q2 		$12K Hold
254
– – ﹤0.01% 437
2015
Q1 		$12K Buy
+254
New +$11.9K ﹤0.01% 280
2014
Q4 		– Sell
-1,079
Closed -$51K – 276
2014
Q3 		$51K Buy
+1,079
New +$54.2K 0.02% 231

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Strategic Capital Alternatives's REM Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2015, closing a stake of 254 shares — an estimated $12K sold.

Strategic Capital Alternatives first reported a position in REM in Q3 2014 and held it in 3 quarters. The position peaked at $51K in Q3 2014. 108 funds tracked by Wall St. Rank hold REM as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 254 iShares Mortgage Real Estate ETF shares in Q3 2015, an estimated $12K.
  • Strategic Capital Alternatives first reported a position in iShares Mortgage Real Estate ETF in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's iShares Mortgage Real Estate ETF position peaked at $51K in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.