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Winslow Evans & Crocker’s iShares Mortgage Real Estate ETF REM Stock Holding History

Winslow Evans & Crocker’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
2020
Q1 		– Sell
-782
Closed -$36K – 1163
2019
Q4 		$36K Buy
+782
New +$33.9K 0.01% 564
2019
Q3 		– Sell
-924
Closed -$40K – 1170
2019
Q2 		$40K Sell
924
-96
-9% -$4.12K 0.01% 559
2019
Q1 		$46K Sell
1,020
-1,042
-51% -$44.7K 0.01% 511
2018
Q4 		$84K Buy
2,062
+1,604
+350% +$68.1K 0.03% 389
2018
Q3 		$20K Sell
458
-22
-5% -$981 0.01% 662
2018
Q2 		$22K Buy
480
+400
+500% +$17.3K 0.01% 661
2018
Q1 		$3.4K Sell
80
-310
-79% -$13.2K ﹤0.01% 963
2017
Q4 		$17.6K Sell
390
-718
-65% -$33K 0.01% 685
2017
Q3 		$51.9K Buy
1,108
+8
+0.7% +$374 0.02% 467
2017
Q2 		$51K Buy
1,100
+88
+9% +$4.09K 0.01% 552
2017
Q1 		$45.8K Sell
1,012
-346
-25% -$15.2K 0.01% 550
2016
Q4 		$57.1K Buy
1,358
+769
+131% +$32.2K 0.02% 508
2016
Q3 		$24.8K Buy
589
+6
+1% +$254 0.01% 685
2016
Q2 		$23.9K Buy
+583
New +$23.4K 0.01% 659
2015
Q3 		– Sell
-365
Closed -$15.4K – 1324
2015
Q2 		$15.4K Buy
+365
New +$16.9K ﹤0.01% 821

Other funds holding REM

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
NCP
NexWave Capital Partners New York $43.2M AUM 28.3% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Winslow Evans & Crocker's REM Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2020, closing a stake of 782 shares — an estimated $36K sold.

Winslow Evans & Crocker first reported a position in REM in Q2 2015 and held it in 15 quarters. The position peaked at $84K in Q4 2018. 143 funds tracked by Wall St. Rank hold REM as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 782 iShares Mortgage Real Estate ETF shares in Q1 2020, an estimated $36K.
  • Winslow Evans & Crocker first reported a position in iShares Mortgage Real Estate ETF in Q2 2015 and held it in 15 quarters.
  • Winslow Evans & Crocker's iShares Mortgage Real Estate ETF position peaked at $84K in Q4 2018.
  • 143 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.