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Blume Capital Management’s iShares MBS ETF MBB Stock Holding History

Blume Capital 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
2014
Q1 		– Sell
-635
Closed -$66K – 250
2013
Q4 		$66K Buy
+635
New +$67K 0.05% 94

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Blume Capital Management's MBB Position: Q1 2014 in Review

Blume Capital Management sold out of iShares MBS ETF (MBB) in Q1 2014, closing a stake of 635 shares — an estimated $66K sold.

Blume Capital Management first reported a position in MBB in Q4 2013 and held it in 1 quarter. The position peaked at $66K in Q4 2013. 197 funds tracked by Wall St. Rank hold MBB as of Q1 2014.

  • Blume Capital Management reported no remaining iShares MBS ETF position as of Q1 2014 after selling out during the quarter.
  • Blume Capital Management sold 635 iShares MBS ETF shares in Q1 2014, an estimated $66K.
  • Blume Capital Management first reported a position in iShares MBS ETF in Q4 2013 and held it in 1 quarter.
  • Blume Capital Management's iShares MBS ETF position peaked at $66K in Q4 2013.
  • 197 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2014.

Based on Blume Capital Management's 13F filing for Q1 2014, filed 13 May 2014.