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Commonwealth Financial Services’s iShares MBS ETF MBB Stock Holding History

Commonwealth Financial Services’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 		– Sell
-19
Closed -$2K – 236
2015
Q4 		$2K Hold
19
– – 0.01% 219
2015
Q3 		$2K Hold
19
– – ﹤0.01% 213
2015
Q2 		$2K Hold
19
– – ﹤0.01% 226
2015
Q1 		$2K Hold
19
– – ﹤0.01% 233
2014
Q4 		$2K Buy
+19
New +$2.07K ﹤0.01% 218

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Financial Services's MBB Position: Q1 2016 in Review

Commonwealth Financial Services sold out of iShares MBS ETF (MBB) in Q1 2016, closing a stake of 19 shares — an estimated $2K sold.

Commonwealth Financial Services first reported a position in MBB in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q4 2015. 270 funds tracked by Wall St. Rank hold MBB as of Q1 2016.

  • Commonwealth Financial Services reported no remaining iShares MBS ETF position as of Q1 2016 after selling out during the quarter.
  • Commonwealth Financial Services sold 19 iShares MBS ETF shares in Q1 2016, an estimated $2K.
  • Commonwealth Financial Services first reported a position in iShares MBS ETF in Q4 2014 and held it in 5 quarters.
  • Commonwealth Financial Services's iShares MBS ETF position peaked at $2K in Q4 2015.
  • 270 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2016.

Based on Commonwealth Financial Services's 13F filing for Q1 2016, filed 26 Apr 2016.