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Doyle Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-50
Closed -$3K – 297
2019
Q2 		$3K Buy
+50
New +$2.6K ﹤0.01% 766

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DJSG
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
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ACM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's CMBS Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares CMBS ETF (CMBS) in Q3 2019, closing a stake of 50 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in CMBS in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 54 funds tracked by Wall St. Rank hold CMBS as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares CMBS ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 50 iShares CMBS ETF shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in iShares CMBS ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares CMBS ETF position peaked at $3K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.