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Brown Brothers Harriman & Co’s iShares CMBS ETF CMBS Stock Holding History

Brown Brothers Harriman & Co’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
2020
Q1 		– Sell
-11,042
Closed -$583K – 1128
2019
Q4 		$583K Buy
+11,042
New +$587K ﹤0.01% 283

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Brothers Harriman & Co's CMBS Position: Q1 2020 in Review

Brown Brothers Harriman & Co sold out of iShares CMBS ETF (CMBS) in Q1 2020, closing a stake of 11,042 shares — an estimated $583K sold.

Brown Brothers Harriman & Co first reported a position in CMBS in Q4 2019 and held it in 1 quarter. The position peaked at $583K in Q4 2019. 64 funds tracked by Wall St. Rank hold CMBS as of Q1 2020.

  • Brown Brothers Harriman & Co reported no remaining iShares CMBS ETF position as of Q1 2020 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 11,042 iShares CMBS ETF shares in Q1 2020, an estimated $583K.
  • Brown Brothers Harriman & Co first reported a position in iShares CMBS ETF in Q4 2019 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares CMBS ETF position peaked at $583K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2020.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2020, filed 15 May 2020.