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Wilbanks Smith & Thomas Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-1,134
Closed -$49K – 1086
2018
Q3 		$49K Buy
+1,134
New +$50.6K ﹤0.01% 687
2017
Q2 		– Sell
-12,581
Closed -$570K – 347
2017
Q1 		$570K Buy
+12,581
New +$554K 0.05% 171

Other funds holding REM

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Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's REM Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2018, closing a stake of 1,134 shares — an estimated $49K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in REM in Q1 2017 and held it in 2 quarters. The position peaked at $570K in Q1 2017. 152 funds tracked by Wall St. Rank hold REM as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,134 iShares Mortgage Real Estate ETF shares in Q4 2018, an estimated $49K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2017 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares Mortgage Real Estate ETF position peaked at $570K in Q1 2017.
  • 152 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.