Cleary Gull Holdings’s iShares MBS ETF MBB Stock Holding History

Cleary Gull Holdings’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
2016 Q1	$13K	Hold	120	–	–	0.01%	72
2015 Q4	$13K	Buy	+120	New	+$13.1K	0.01%	67

Other funds holding MBB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cleary Gull Holdings's MBB Position: Q1 2016 in Review

Cleary Gull Holdings held its iShares MBS ETF (MBB) position steady in Q1 2016 at 120 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #72.

Cleary Gull Holdings first reported a position in MBB in Q4 2015 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold MBB as of Q1 2016.

Cleary Gull Holdings held 120 shares of iShares MBS ETF worth $13K as of Q1 2016.
Cleary Gull Holdings left its iShares MBS ETF share count unchanged in Q1 2016.
iShares MBS ETF made up 0.01% of Cleary Gull Holdings's portfolio in Q1 2016, its #72 holding.
Cleary Gull Holdings first reported a position in iShares MBS ETF in Q4 2015 and has held it in 2 quarters since.
270 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.