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Efficient Market Advisors’s iShares MBS ETF MBB Stock Holding History

Efficient Market Advisors’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
2015
Q4 		– Sell
-6
Closed -$1K – 192
2015
Q3 		$1K Buy
+6
New +$654 ﹤0.01% 163
2013
Q4 		– Sell
-237
Closed -$25K – 156
2013
Q3 		$25K Buy
+237
New +$24.8K 0.01% 80

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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 $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Efficient Market Advisors's MBB Position: Q4 2015 in Review

Efficient Market Advisors sold out of iShares MBS ETF (MBB) in Q4 2015, closing a stake of 6 shares — an estimated $1K sold.

Efficient Market Advisors first reported a position in MBB in Q3 2013 and held it in 2 quarters. The position peaked at $25K in Q3 2013. 260 funds tracked by Wall St. Rank hold MBB as of Q4 2015.

  • Efficient Market Advisors reported no remaining iShares MBS ETF position as of Q4 2015 after selling out during the quarter.
  • Efficient Market Advisors sold 6 iShares MBS ETF shares in Q4 2015, an estimated $1K.
  • Efficient Market Advisors first reported a position in iShares MBS ETF in Q3 2013 and held it in 2 quarters.
  • Efficient Market Advisors's iShares MBS ETF position peaked at $25K in Q3 2013.
  • 260 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2015.

Based on Efficient Market Advisors's 13F filing for Q4 2015, filed 19 Jan 2016.