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

WFG 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
2016
Q3 		– Sell
-200
Closed -$8K – 1666
2016
Q2 		$8K Buy
+200
New +$8.02K ﹤0.01% 1149
2015
Q1 		– Sell
-100
Closed -$5K – 2014
2014
Q4 		$5K Sell
100
-58
-37% -$2.85K ﹤0.01% 1642
2014
Q3 		$7K Buy
158
+1
+0.6% +$50 ﹤0.01% 1585
2014
Q2 		$8K Buy
157
+2
+1% +$100 ﹤0.01% 1554
2014
Q1 		$8K Sell
155
-44
-22% -$2.17K ﹤0.01% 1521
2013
Q4 		$9K Sell
199
-453
-69% -$21.4K ﹤0.01% 1613
2013
Q3 		$31K Buy
652
+120
+23% +$5.85K ﹤0.01% 1098
2013
Q2 		$27K Buy
+532
New +$31.1K ﹤0.01% 1102

Other funds holding REM

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
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
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
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

WFG Advisors's REM Position: Q3 2016 in Review

WFG Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2016, closing a stake of 200 shares — an estimated $8K sold.

WFG Advisors first reported a position in REM in Q2 2013 and held it in 8 quarters. The position peaked at $31K in Q3 2013. 148 funds tracked by Wall St. Rank hold REM as of Q3 2016.

  • WFG Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 200 iShares Mortgage Real Estate ETF shares in Q3 2016, an estimated $8K.
  • WFG Advisors first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's iShares Mortgage Real Estate ETF position peaked at $31K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.