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Founders Bank & Trust’s iShares MBS ETF MBB Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-179
Closed -$19K – 376
2013
Q4 		$19K Buy
+179
New +$18.9K 0.01% 252

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Founders Bank & Trust's MBB Position: Q1 2014 in Review

Founders Bank & Trust sold out of iShares MBS ETF (MBB) in Q1 2014, closing a stake of 179 shares — an estimated $19K sold.

Founders Bank & Trust first reported a position in MBB in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 197 funds tracked by Wall St. Rank hold MBB as of Q1 2014.

  • Founders Bank & Trust reported no remaining iShares MBS ETF position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 179 iShares MBS ETF shares in Q1 2014, an estimated $19K.
  • Founders Bank & Trust first reported a position in iShares MBS ETF in Q4 2013 and held it in 1 quarter.
  • Founders Bank & Trust's iShares MBS ETF position peaked at $19K in Q4 2013.
  • 197 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.