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Veritable’s iShares Mortgage Real Estate ETF REM Stock Holding History

Veritable’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
2020
Q4 		– Sell
-8,820
Closed -$227K – 803
2020
Q3 		$227K Buy
8,820
+468
+6% +$12.2K ﹤0.01% 659
2020
Q2 		$208K Buy
+8,352
New +$187K ﹤0.01% 707
2016
Q3 		– Sell
-2,500
Closed -$103K – 742
2016
Q2 		$103K Buy
+2,500
New +$100K ﹤0.01% 700
2014
Q1 		– Sell
-138
Closed -$6K – 989
2013
Q4 		$6K Buy
+138
New +$6.52K ﹤0.01% 968

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Veritable's REM Position: Q4 2020 in Review

Veritable sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2020, closing a stake of 8,820 shares — an estimated $227K sold.

Veritable first reported a position in REM in Q4 2013 and held it in 4 quarters. The position peaked at $227K in Q3 2020. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Veritable reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Veritable sold 8,820 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $227K.
  • Veritable first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 4 quarters.
  • Veritable's iShares Mortgage Real Estate ETF position peaked at $227K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Veritable's 13F filing for Q4 2020, filed 11 Feb 2021.