FIG
MBB icon

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

Fusion 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
2014
Q3 		– Sell
-375
Closed -$41K – 222
2014
Q2 		$41K Buy
+375
New +$40.2K 0.04% 129
2014
Q1 		– Sell
-8,905
Closed -$931K – 239
2013
Q4 		$931K Buy
+8,905
New +$940K 0.69% 40

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Fusion Investment Group's MBB Position: Q3 2014 in Review

Fusion Investment Group sold out of iShares MBS ETF (MBB) in Q3 2014, closing a stake of 375 shares — an estimated $41K sold.

Fusion Investment Group first reported a position in MBB in Q4 2013 and held it in 2 quarters. The position peaked at $931K in Q4 2013. 204 funds tracked by Wall St. Rank hold MBB as of Q3 2014.

  • Fusion Investment Group reported no remaining iShares MBS ETF position as of Q3 2014 after selling out during the quarter.
  • Fusion Investment Group sold 375 iShares MBS ETF shares in Q3 2014, an estimated $41K.
  • Fusion Investment Group first reported a position in iShares MBS ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares MBS ETF position peaked at $931K in Q4 2013.
  • 204 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2014.

Based on Fusion Investment Group's 13F filing for Q3 2014, filed 12 Nov 2014.