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

Telemus Capital’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
-19,001
Closed -$605K – 395
2020
Q4 		$605K Buy
+19,001
New +$549K 0.05% 240
2015
Q1 		– Sell
-7,347
Closed -$344K – 142
2014
Q4 		$344K Sell
7,347
-20
-0.3% -$983 0.08% 104
2014
Q3 		$347K Hold
7,367
– – 0.09% 96
2014
Q2 		$372K Buy
7,367
+2,533
+52% +$127K 0.1% 93
2014
Q1 		$237K Sell
4,834
-1,464
-23% -$72.2K 0.07% 110
2013
Q4 		$290K Sell
6,298
-2,952
-32% -$140K 0.08% 94
2013
Q3 		$444K Buy
+9,250
New +$451K 0.13% 91

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

Telemus Capital's REM Position: Q1 2021 in Review

Telemus Capital sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2021, closing a stake of 19,001 shares — an estimated $605K sold.

Telemus Capital first reported a position in REM in Q3 2013 and held it in 7 quarters. The position peaked at $605K in Q4 2020. 178 funds tracked by Wall St. Rank hold REM as of Q1 2021.

  • Telemus Capital reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Telemus Capital sold 19,001 iShares Mortgage Real Estate ETF shares in Q1 2021, an estimated $605K.
  • Telemus Capital first reported a position in iShares Mortgage Real Estate ETF in Q3 2013 and held it in 7 quarters.
  • Telemus Capital's iShares Mortgage Real Estate ETF position peaked at $605K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2021.

Based on Telemus Capital's 13F filing for Q1 2021, filed 20 Apr 2021.