Fort Pitt Capital Group’s iShares CMBS ETF CMBS Stock Holding History

Fort Pitt Capital Group’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
2021 Q1	–	Sell	-6	Closed	–	–	170
2020 Q4	$0	Buy	+6	New	+$331	﹤0.01%	365

Other funds holding CMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

DJSG

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fort Pitt Capital Group's CMBS Position: Q1 2021 in Review

Fort Pitt Capital Group sold out of iShares CMBS ETF (CMBS) in Q1 2021, closing a stake of 6 shares.

Fort Pitt Capital Group first reported a position in CMBS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 89 funds tracked by Wall St. Rank hold CMBS as of Q1 2021.

Fort Pitt Capital Group reported no remaining iShares CMBS ETF position as of Q1 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 6 iShares CMBS ETF shares in Q1 2021.
Fort Pitt Capital Group first reported a position in iShares CMBS ETF in Q4 2020 and held it in 1 quarter.
Fort Pitt Capital Group's iShares CMBS ETF position peaked at $0 in Q4 2020.
89 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2021.

Based on Fort Pitt Capital Group's 13F filing for Q1 2021, filed 16 Apr 2021.