BCMIO
CMBS icon

Beacon Capital Management Inc (Ohio)’s iShares CMBS ETF CMBS Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-1
Closed – – 212
2015
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 269

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 $1.66T AUM 25.57% 1-Year Est. Return
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
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s CMBS Position: Q1 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares CMBS ETF (CMBS) in Q1 2016, closing a stake of 1 share.

Beacon Capital Management Inc (Ohio) first reported a position in CMBS in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 53 funds tracked by Wall St. Rank hold CMBS as of Q1 2016.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares CMBS ETF position as of Q1 2016 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1 iShares CMBS ETF share in Q1 2016.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares CMBS ETF in Q4 2015 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s iShares CMBS ETF position peaked at $0 in Q4 2015.
  • 53 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2016, filed 19 Apr 2016.