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VSR Financial Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

VSR Financial Services’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
2014
Q4 		– Sell
-6,638
Closed -$313K – 605
2014
Q3 		$313K Buy
6,638
+1,021
+18% +$51.3K 0.04% 433
2014
Q2 		$284K Sell
5,617
-1,764
-24% -$88.3K 0.04% 446
2014
Q1 		$362K Buy
+7,381
New +$364K 0.05% 393

Other funds holding REM

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

VSR Financial Services's REM Position: Q4 2014 in Review

VSR Financial Services sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2014, closing a stake of 6,638 shares — an estimated $313K sold.

VSR Financial Services first reported a position in REM in Q1 2014 and held it in 3 quarters. The position peaked at $362K in Q1 2014. 123 funds tracked by Wall St. Rank hold REM as of Q4 2014.

  • VSR Financial Services reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • VSR Financial Services sold 6,638 iShares Mortgage Real Estate ETF shares in Q4 2014, an estimated $313K.
  • VSR Financial Services first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 3 quarters.
  • VSR Financial Services's iShares Mortgage Real Estate ETF position peaked at $362K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2014.

Based on VSR Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.