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GlobalBridge’s iShares MBS ETF MBB Stock Holding History

GlobalBridge’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 		$410K Buy
3,866
+294
+8% +$31.2K 0.19% 187
2013
Q4 		$374K Buy
3,572
+1,144
+47% +$121K 0.19% 187
2013
Q3 		$257K Sell
2,428
-2
-0.1% -$209 0.14% 242
2013
Q2 		$256K Buy
+2,430
New +$260K 0.14% 244

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 $30.4B AUM 27.51% 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

GlobalBridge's MBB Position: Q1 2014 in Review

GlobalBridge increased its iShares MBS ETF (MBB) stake by 8.2% in Q1 2014, buying an estimated $31.2K and bringing the position to 3,866 shares worth $410K. The position accounts for 0.19% of the portfolio, ranked #187.

GlobalBridge first reported a position in MBB in Q2 2013 and has held it in 4 quarters since. 197 funds tracked by Wall St. Rank hold MBB as of Q1 2014.

  • GlobalBridge held 3,866 shares of iShares MBS ETF worth $410K as of Q1 2014.
  • GlobalBridge bought 294 iShares MBS ETF shares in Q1 2014, an estimated $31.2K.
  • iShares MBS ETF made up 0.19% of GlobalBridge's portfolio in Q1 2014, its #187 holding.
  • GlobalBridge first reported a position in iShares MBS ETF in Q2 2013 and has held it in 4 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.