VAM
REM icon

Verity Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Verity Asset Management’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
Q4 		– Sell
-6,818
Closed -$310K – 145
2017
Q3 		$310K Sell
6,818
-8,026
-54% -$375K 0.24% 78
2017
Q2 		$688K Buy
+14,844
New +$689K 0.52% 38

Other funds holding REM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Verity Asset Management's REM Position: Q4 2017 in Review

Verity Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2017, closing a stake of 6,818 shares — an estimated $310K sold.

Verity Asset Management first reported a position in REM in Q2 2017 and held it in 2 quarters. The position peaked at $688K in Q2 2017. 138 funds tracked by Wall St. Rank hold REM as of Q4 2017.

  • Verity Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Verity Asset Management sold 6,818 iShares Mortgage Real Estate ETF shares in Q4 2017, an estimated $310K.
  • Verity Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2017 and held it in 2 quarters.
  • Verity Asset Management's iShares Mortgage Real Estate ETF position peaked at $688K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2017.

Based on Verity Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.