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Amtrust Financial Services’s iShares MBS ETF MBB Stock Holding History

Amtrust Financial Services’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
2018
Q2 		– Sell
-150,000
Closed -$15.7M – 64
2018
Q1 		$15.7M Hold
150,000
– – 10.12% 2
2017
Q4 		$16M Buy
+150,000
New +$16M 7.34% 3
2017
Q2 		– Sell
-115,952
Closed -$12.4M – 82
2017
Q1 		$12.4M Buy
+115,952
New +$12.3M 2.49% 3

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Amtrust Financial Services's MBB Position: Q2 2018 in Review

Amtrust Financial Services sold out of iShares MBS ETF (MBB) in Q2 2018, closing a stake of 150,000 shares — an estimated $15.7M sold.

Amtrust Financial Services first reported a position in MBB in Q1 2017 and held it in 3 quarters. The position peaked at $16M in Q4 2017. 315 funds tracked by Wall St. Rank hold MBB as of Q2 2018.

  • Amtrust Financial Services reported no remaining iShares MBS ETF position as of Q2 2018 after selling out during the quarter.
  • Amtrust Financial Services sold 150,000 iShares MBS ETF shares in Q2 2018, an estimated $15.7M.
  • Amtrust Financial Services first reported a position in iShares MBS ETF in Q1 2017 and held it in 3 quarters.
  • Amtrust Financial Services's iShares MBS ETF position peaked at $16M in Q4 2017.
  • 315 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2018.

Based on Amtrust Financial Services's 13F filing for Q2 2018, filed 14 Aug 2018.