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Washington Trust Bank’s iShares Mortgage Real Estate ETF REM Stock Holding History

Washington Trust Bank’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
Q3 		– Sell
-95
Closed -$5K – 851
2014
Q2 		$5K Hold
95
– – ﹤0.01% 796
2014
Q1 		$5K Buy
+95
New +$4.68K ﹤0.01% 747

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CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Washington Trust Bank's REM Position: Q3 2014 in Review

Washington Trust Bank sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2014, closing a stake of 95 shares — an estimated $5K sold.

Washington Trust Bank first reported a position in REM in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 115 funds tracked by Wall St. Rank hold REM as of Q3 2014.

  • Washington Trust Bank reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2014 after selling out during the quarter.
  • Washington Trust Bank sold 95 iShares Mortgage Real Estate ETF shares in Q3 2014, an estimated $5K.
  • Washington Trust Bank first reported a position in iShares Mortgage Real Estate ETF in Q1 2014 and held it in 2 quarters.
  • Washington Trust Bank's iShares Mortgage Real Estate ETF position peaked at $5K in Q2 2014.
  • 115 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2014.

Based on Washington Trust Bank's 13F filing for Q3 2014, filed 21 Nov 2014.