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Cedar Capital’s iShares CMBS ETF CMBS Stock Holding History

Cedar 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
2021
Q2 		– Sell
-4,660
Closed -$251K – 54
2021
Q1 		$251K Buy
4,660
+92
+2% +$5.03K 0.44% 48
2020
Q4 		$253K Sell
4,568
-194
-4% -$10.7K 0.46% 43
2020
Q3 		$264K Buy
4,762
+369
+8% +$20.4K 0.09% 158
2020
Q2 		$241K Sell
4,393
-74
-2% -$3.99K 0.09% 162
2020
Q1 		$240K Buy
+4,467
New +$239K 0.11% 144
2019
Q4 		– Sell
-4,453
Closed -$238K – 180
2019
Q3 		$238K Buy
+4,453
New +$237K 0.11% 152

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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 $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cedar Capital's CMBS Position: Q2 2021 in Review

Cedar Capital sold out of iShares CMBS ETF (CMBS) in Q2 2021, closing a stake of 4,660 shares — an estimated $251K sold.

Cedar Capital first reported a position in CMBS in Q3 2019 and held it in 6 quarters. The position peaked at $264K in Q3 2020. 98 funds tracked by Wall St. Rank hold CMBS as of Q2 2021.

  • Cedar Capital reported no remaining iShares CMBS ETF position as of Q2 2021 after selling out during the quarter.
  • Cedar Capital sold 4,660 iShares CMBS ETF shares in Q2 2021, an estimated $251K.
  • Cedar Capital first reported a position in iShares CMBS ETF in Q3 2019 and held it in 6 quarters.
  • Cedar Capital's iShares CMBS ETF position peaked at $264K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2021.

Based on Cedar Capital's 13F filing for Q2 2021, filed 2 Aug 2021.