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

United Capital Financial 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
2017 Q3	–	Sell	-181,803	Closed	-$8.43M	–	1337
2017 Q2	$8.43M	Buy	+181,803	New	+$8.44M	0.08%	301
2015 Q2	–	Sell	-12,504	Closed	-$581K	–	1301
2015 Q1	$581K	Sell	12,504 -58,513	-82%	-$2.75M	0.01%	850
2014 Q4	$3.33M	Buy	71,017 +17,052	+32%	+$838K	0.05%	354
2014 Q3	$2.54M	Sell	53,965 -14,590	-21%	-$733K	0.04%	385
2014 Q2	$3.47M	Buy	68,555 +52,526	+328%	+$2.63M	0.06%	292
2014 Q1	$786K	Buy	+16,029	New	+$790K	0.02%	534

Other funds holding REM

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

United Capital Financial Advisors's REM Position: Q3 2017 in Review

United Capital Financial Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2017, closing a stake of 181,803 shares — an estimated $8.43M sold.

United Capital Financial Advisors first reported a position in REM in Q1 2014 and held it in 6 quarters. The position peaked at $8.43M in Q2 2017. 136 funds tracked by Wall St. Rank hold REM as of Q3 2017.

United Capital Financial Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2017 after selling out during the quarter.
United Capital Financial Advisors sold 181,803 iShares Mortgage Real Estate ETF shares in Q3 2017, an estimated $8.43M.
United Capital Financial Advisors first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 6 quarters.
United Capital Financial Advisors's iShares Mortgage Real Estate ETF position peaked at $8.43M in Q2 2017.
136 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.