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Biltmore Family Office’s iShares CMBS ETF CMBS Stock Holding History

Biltmore Family Office’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
2019
Q4 		– Sell
-136
Closed -$7K – 210
2019
Q3 		$7K Buy
+136
New +$7.25K ﹤0.01% 165

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Biltmore Family Office's CMBS Position: Q4 2019 in Review

Biltmore Family Office sold out of iShares CMBS ETF (CMBS) in Q4 2019, closing a stake of 136 shares — an estimated $7K sold.

Biltmore Family Office first reported a position in CMBS in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 58 funds tracked by Wall St. Rank hold CMBS as of Q4 2019.

  • Biltmore Family Office reported no remaining iShares CMBS ETF position as of Q4 2019 after selling out during the quarter.
  • Biltmore Family Office sold 136 iShares CMBS ETF shares in Q4 2019, an estimated $7K.
  • Biltmore Family Office first reported a position in iShares CMBS ETF in Q3 2019 and held it in 1 quarter.
  • Biltmore Family Office's iShares CMBS ETF position peaked at $7K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2019.

Based on Biltmore Family Office's 13F filing for Q4 2019, filed 5 Feb 2020.