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FundX Investment Group’s iShares MBS ETF MBB Stock Holding History

FundX Investment Group’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
2016
Q2 		– Sell
-225,970
Closed -$24.7M – 36
2016
Q1 		$24.7M Buy
+225,970
New +$24.6M 6.16% 7
2015
Q1 		– Sell
-6,100
Closed -$667K – 27
2014
Q4 		$667K Buy
+6,100
New +$666K 0.2% 16

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FundX Investment Group's MBB Position: Q2 2016 in Review

FundX Investment Group sold out of iShares MBS ETF (MBB) in Q2 2016, closing a stake of 225,970 shares — an estimated $24.7M sold.

FundX Investment Group first reported a position in MBB in Q4 2014 and held it in 2 quarters. The position peaked at $24.7M in Q1 2016. 268 funds tracked by Wall St. Rank hold MBB as of Q2 2016.

  • FundX Investment Group reported no remaining iShares MBS ETF position as of Q2 2016 after selling out during the quarter.
  • FundX Investment Group sold 225,970 iShares MBS ETF shares in Q2 2016, an estimated $24.7M.
  • FundX Investment Group first reported a position in iShares MBS ETF in Q4 2014 and held it in 2 quarters.
  • FundX Investment Group's iShares MBS ETF position peaked at $24.7M in Q1 2016.
  • 268 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2016.

Based on FundX Investment Group's 13F filing for Q2 2016, filed 22 Jul 2016.