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WealthSource Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

WealthSource Partners’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
2016
Q2 		– Sell
-2,672
Closed -$103K – 281
2016
Q1 		$103K Buy
+2,672
New +$98.4K 0.04% 227

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

WealthSource Partners's REM Position: Q2 2016 in Review

WealthSource Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2016, closing a stake of 2,672 shares — an estimated $103K sold.

WealthSource Partners first reported a position in REM in Q1 2016 and held it in 1 quarter. The position peaked at $103K in Q1 2016. 144 funds tracked by Wall St. Rank hold REM as of Q2 2016.

  • WealthSource Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2016 after selling out during the quarter.
  • WealthSource Partners sold 2,672 iShares Mortgage Real Estate ETF shares in Q2 2016, an estimated $103K.
  • WealthSource Partners first reported a position in iShares Mortgage Real Estate ETF in Q1 2016 and held it in 1 quarter.
  • WealthSource Partners's iShares Mortgage Real Estate ETF position peaked at $103K in Q1 2016.
  • 144 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2016.

Based on WealthSource Partners's 13F filing for Q2 2016, filed 8 Aug 2016.