Blue Granite Capital’s iShares CMBS ETF CMBS Stock Holding History

Blue Granite Capital’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
2017 Q4	$445K	Buy	8,700 +1,000	+13%	+$51.4K	0.33%	54
2017 Q3	$397K	Buy	7,700 +2,500	+48%	+$129K	0.27%	85
2017 Q2	$268K	Buy	5,200 +1,000	+24%	+$51.5K	0.17%	75
2017 Q1	$215K	Hold	4,200	–	–	0.14%	78
2016 Q4	$214K	Buy	+4,200	New	+$217K	0.15%	78

Other funds holding CMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Blue Granite Capital's CMBS Position: Q4 2017 in Review

Blue Granite Capital increased its iShares CMBS ETF (CMBS) stake by 13% in Q4 2017, buying an estimated $51.4K and bringing the position to 8,700 shares worth $445K. The position accounts for 0.33% of the portfolio, ranked #54.

Blue Granite Capital first reported a position in CMBS in Q4 2016 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CMBS as of Q4 2017.

Blue Granite Capital held 8,700 shares of iShares CMBS ETF worth $445K as of Q4 2017.
Blue Granite Capital bought 1,000 iShares CMBS ETF shares in Q4 2017, an estimated $51.4K.
iShares CMBS ETF made up 0.33% of Blue Granite Capital's portfolio in Q4 2017, its #54 holding.
Blue Granite Capital first reported a position in iShares CMBS ETF in Q4 2016 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.