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Waverly Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Waverly 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
2015
Q4 		– Sell
-1,024
Closed -$41K – 337
2015
Q3 		$41K Buy
+1,024
New +$43.6K 0.03% 163

Other funds holding REM

BFA
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Waverly Advisors's REM Position: Q4 2015 in Review

Waverly Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2015, closing a stake of 1,024 shares — an estimated $41K sold.

Waverly Advisors first reported a position in REM in Q3 2015 and held it in 1 quarter. The position peaked at $41K in Q3 2015. 110 funds tracked by Wall St. Rank hold REM as of Q4 2015.

  • Waverly Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,024 iShares Mortgage Real Estate ETF shares in Q4 2015, an estimated $41K.
  • Waverly Advisors first reported a position in iShares Mortgage Real Estate ETF in Q3 2015 and held it in 1 quarter.
  • Waverly Advisors's iShares Mortgage Real Estate ETF position peaked at $41K in Q3 2015.
  • 110 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.