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Beese Fulmer Investment Management’s iShares MBS ETF MBB Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-299
Closed -$33K – 400
2020
Q2 		$33K Buy
+299
New +$33.1K ﹤0.01% 367

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beese Fulmer Investment Management's MBB Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares MBS ETF (MBB) in Q3 2020, closing a stake of 299 shares — an estimated $33K sold.

Beese Fulmer Investment Management first reported a position in MBB in Q2 2020 and held it in 1 quarter. The position peaked at $33K in Q2 2020. 572 funds tracked by Wall St. Rank hold MBB as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining iShares MBS ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 299 iShares MBS ETF shares in Q3 2020, an estimated $33K.
  • Beese Fulmer Investment Management first reported a position in iShares MBS ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's iShares MBS ETF position peaked at $33K in Q2 2020.
  • 572 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.