ACM
MBB icon

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

Armbruster 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
2018
Q1 		– Sell
-213
Closed -$23K – 260
2017
Q4 		$23K Buy
+213
New +$22.7K 0.01% 171

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Armbruster Capital Management's MBB Position: Q1 2018 in Review

Armbruster Capital Management sold out of iShares MBS ETF (MBB) in Q1 2018, closing a stake of 213 shares — an estimated $23K sold.

Armbruster Capital Management first reported a position in MBB in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 324 funds tracked by Wall St. Rank hold MBB as of Q1 2018.

  • Armbruster Capital Management reported no remaining iShares MBS ETF position as of Q1 2018 after selling out during the quarter.
  • Armbruster Capital Management sold 213 iShares MBS ETF shares in Q1 2018, an estimated $23K.
  • Armbruster Capital Management first reported a position in iShares MBS ETF in Q4 2017 and held it in 1 quarter.
  • Armbruster Capital Management's iShares MBS ETF position peaked at $23K in Q4 2017.
  • 324 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2018.

Based on Armbruster Capital Management's 13F filing for Q1 2018, filed 18 Apr 2018.