First National Bank of South Miami’s iShares CMBS ETF CMBS Stock Holding History

First National Bank of South Miami’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 Q4	–	Sell	-200	Closed	-$11K	–	283
2019 Q3	$11K	Hold	200	–	–	0.01%	234
2019 Q2	$11K	Hold	200	–	–	0.01%	236
2019 Q1	$10K	Hold	200	–	–	0.01%	237
2018 Q4	$10K	Buy	+200	New	+$9.9K	0.01%	243

Other funds holding CMBS

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

CSIA

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

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

DJSG

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

First National Bank of South Miami's CMBS Position: Q4 2019 in Review

First National Bank of South Miami sold out of iShares CMBS ETF (CMBS) in Q4 2019, closing a stake of 200 shares — an estimated $11K sold.

First National Bank of South Miami first reported a position in CMBS in Q4 2018 and held it in 4 quarters. The position peaked at $11K in Q3 2019. 58 funds tracked by Wall St. Rank hold CMBS as of Q4 2019.

First National Bank of South Miami reported no remaining iShares CMBS ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 200 iShares CMBS ETF shares in Q4 2019, an estimated $11K.
First National Bank of South Miami first reported a position in iShares CMBS ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's iShares CMBS ETF position peaked at $11K in Q3 2019.
58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.