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

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,193
Closed -$52K – 2123
2018
Q3 		$52K Buy
+1,193
New +$53.2K ﹤0.01% 1441
2018
Q2 		– Sell
-1,280
Closed -$54K – 2216
2018
Q1 		$54K Sell
1,280
-46
-3% -$1.96K ﹤0.01% 1536
2017
Q4 		$60K Buy
+1,326
New +$61K ﹤0.01% 1430

Other funds holding REM

NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Stratos Wealth Partners's REM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2018, closing a stake of 1,193 shares — an estimated $52K sold.

Stratos Wealth Partners first reported a position in REM in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 152 funds tracked by Wall St. Rank hold REM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,193 iShares Mortgage Real Estate ETF shares in Q4 2018, an estimated $52K.
  • Stratos Wealth Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iShares Mortgage Real Estate ETF position peaked at $60K in Q4 2017.
  • 152 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.