Edmond de Rothschild (Suisse)’s iShares CMBS ETF CMBS Stock Holding History

Edmond de Rothschild (Suisse)’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
2016 Q3	$618K	Buy	+11,645	New	+$619K	0.19%	111

Other funds holding CMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s CMBS Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) opened a new position in iShares CMBS ETF (CMBS) in Q3 2016: 11,645 shares worth $618K. The stake represents 0.19% of the portfolio and ranks #111 among its holdings.

55 funds tracked by Wall St. Rank hold CMBS as of Q3 2016.

Edmond de Rothschild (Suisse) held 11,645 shares of iShares CMBS ETF worth $618K as of Q3 2016.
iShares CMBS ETF was a new Edmond de Rothschild (Suisse) position in Q3 2016.
iShares CMBS ETF made up 0.19% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #111 holding.
55 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.