Avestar Capital’s iShares MBS ETF MBB Stock Holding History

Avestar Capital’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	-175	Closed	-$18K	–	901
2017 Q4	$18K	Buy	+175	New	+$18.7K	0.01%	363

Other funds holding MBB

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's MBB Position: Q1 2018 in Review

Avestar Capital sold out of iShares MBS ETF (MBB) in Q1 2018, closing a stake of 175 shares — an estimated $18K sold.

Avestar Capital first reported a position in MBB in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 324 funds tracked by Wall St. Rank hold MBB as of Q1 2018.

Avestar Capital reported no remaining iShares MBS ETF position as of Q1 2018 after selling out during the quarter.
Avestar Capital sold 175 iShares MBS ETF shares in Q1 2018, an estimated $18K.
Avestar Capital first reported a position in iShares MBS ETF in Q4 2017 and held it in 1 quarter.
Avestar Capital's iShares MBS ETF position peaked at $18K in Q4 2017.
324 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2018.

Based on Avestar Capital's 13F filing for Q1 2018, filed 10 May 2018.