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Windsor Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-75
Closed -$2K – 365
2015
Q3 		$2K Buy
+75
New +$3.19K ﹤0.01% 519

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Wells Fargo
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Windsor Capital Management's REM Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2015, closing a stake of 75 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in REM in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 110 funds tracked by Wall St. Rank hold REM as of Q4 2015.

  • Windsor Capital Management reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 75 iShares Mortgage Real Estate ETF shares in Q4 2015, an estimated $2K.
  • Windsor Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's iShares Mortgage Real Estate ETF position peaked at $2K in Q3 2015.
  • 110 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.