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AlphaStar Capital Management’s iShares MBS ETF MBB Stock Holding History

AlphaStar Capital Management’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,780
Closed -$402K – 232
2019
Q1 		$402K Buy
+3,780
New +$398K 0.11% 134

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AlphaStar Capital Management's MBB Position: Q2 2019 in Review

AlphaStar Capital Management sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 3,780 shares — an estimated $402K sold.

AlphaStar Capital Management first reported a position in MBB in Q1 2019 and held it in 1 quarter. The position peaked at $402K in Q1 2019. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

  • AlphaStar Capital Management reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
  • AlphaStar Capital Management sold 3,780 iShares MBS ETF shares in Q2 2019, an estimated $402K.
  • AlphaStar Capital Management first reported a position in iShares MBS ETF in Q1 2019 and held it in 1 quarter.
  • AlphaStar Capital Management's iShares MBS ETF position peaked at $402K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on AlphaStar Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.