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Aurora Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

Aurora Financial Advisors’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
2017
Q4 		$414K Buy
+8,082
New +$416K 0.3% 115

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Aurora Financial Advisors's CMBS Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares CMBS ETF (CMBS) in Q4 2017: 8,082 shares worth $414K. The stake represents 0.3% of the portfolio and ranks #115 among its holdings.

44 funds tracked by Wall St. Rank hold CMBS as of Q4 2017.

  • Aurora Financial Advisors held 8,082 shares of iShares CMBS ETF worth $414K as of Q4 2017.
  • iShares CMBS ETF was a new Aurora Financial Advisors position in Q4 2017.
  • iShares CMBS ETF made up 0.3% of Aurora Financial Advisors's portfolio in Q4 2017, its #115 holding.
  • 44 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.