Wellington Management Group
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Wellington Management Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-97,350
Closed -$4.56M – 2223
2014
Q4 		$4.56M Buy
+97,350
New +$4.78M ﹤0.01% 1465

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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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group's REM Position: Q1 2015 in Review

Wellington Management Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2015, closing a stake of 97,350 shares — an estimated $4.56M sold.

Wellington Management Group first reported a position in REM in Q4 2014 and held it in 1 quarter. The position peaked at $4.56M in Q4 2014. 123 funds tracked by Wall St. Rank hold REM as of Q1 2015.

  • Wellington Management Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2015 after selling out during the quarter.
  • Wellington Management Group sold 97,350 iShares Mortgage Real Estate ETF shares in Q1 2015, an estimated $4.56M.
  • Wellington Management Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 1 quarter.
  • Wellington Management Group's iShares Mortgage Real Estate ETF position peaked at $4.56M in Q4 2014.
  • 123 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2015.

Based on Wellington Management Group's 13F filing for Q1 2015, filed 15 May 2015.