Atwood & Palmer’s iShares CMBS ETF CMBS Stock Holding History

Atwood & Palmer’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-465	Closed	-$24K	–	329
2015 Q4	$24K	Hold	465	–	–	﹤0.01%	256
2015 Q3	$24K	Buy	+465	New	+$23.9K	﹤0.01%	248

Other funds holding CMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atwood & Palmer's CMBS Position: Q1 2016 in Review

Atwood & Palmer sold out of iShares CMBS ETF (CMBS) in Q1 2016, closing a stake of 465 shares — an estimated $24K sold.

Atwood & Palmer first reported a position in CMBS in Q3 2015 and held it in 2 quarters. The position peaked at $24K in Q4 2015. 53 funds tracked by Wall St. Rank hold CMBS as of Q1 2016.

Atwood & Palmer reported no remaining iShares CMBS ETF position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 465 iShares CMBS ETF shares in Q1 2016, an estimated $24K.
Atwood & Palmer first reported a position in iShares CMBS ETF in Q3 2015 and held it in 2 quarters.
Atwood & Palmer's iShares CMBS ETF position peaked at $24K in Q4 2015.
53 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.