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Apriem Advisors’s iShares MBS ETF MBB Stock Holding History

Apriem Advisors’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
2016
Q4 		– Sell
-207
Closed -$23K – 728
2016
Q3 		$23K Buy
+207
New +$22.8K 0.01% 312
2014
Q4 		– Sell
-317
Closed -$34K – 537
2014
Q3 		$34K Buy
+317
New +$34.2K 0.01% 250
2014
Q1 		– Sell
-100
Closed -$10K – 512
2013
Q4 		$10K Hold
100
– – ﹤0.01% 360
2013
Q3 		$11K Hold
100
– – ﹤0.01% 347
2013
Q2 		$11K Buy
+100
New +$10.7K 0.01% 320

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Apriem Advisors's MBB Position: Q4 2016 in Review

Apriem Advisors sold out of iShares MBS ETF (MBB) in Q4 2016, closing a stake of 207 shares — an estimated $23K sold.

Apriem Advisors first reported a position in MBB in Q2 2013 and held it in 5 quarters. The position peaked at $34K in Q3 2014. 294 funds tracked by Wall St. Rank hold MBB as of Q4 2016.

  • Apriem Advisors reported no remaining iShares MBS ETF position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 207 iShares MBS ETF shares in Q4 2016, an estimated $23K.
  • Apriem Advisors first reported a position in iShares MBS ETF in Q2 2013 and held it in 5 quarters.
  • Apriem Advisors's iShares MBS ETF position peaked at $34K in Q3 2014.
  • 294 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.