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Bedel Financial Consulting’s iShares CMBS ETF CMBS Stock Holding History

Bedel Financial Consulting’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
2018
Q3 		– Sell
-121
Closed -$6K – 685
2018
Q2 		$6K Buy
+121
New +$6.03K ﹤0.01% 525

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bedel Financial Consulting's CMBS Position: Q3 2018 in Review

Bedel Financial Consulting sold out of iShares CMBS ETF (CMBS) in Q3 2018, closing a stake of 121 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in CMBS in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 49 funds tracked by Wall St. Rank hold CMBS as of Q3 2018.

  • Bedel Financial Consulting reported no remaining iShares CMBS ETF position as of Q3 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 121 iShares CMBS ETF shares in Q3 2018, an estimated $6K.
  • Bedel Financial Consulting first reported a position in iShares CMBS ETF in Q2 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's iShares CMBS ETF position peaked at $6K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2018.

Based on Bedel Financial Consulting's 13F filing for Q3 2018, filed 1 Nov 2018.