Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s iShares MBS ETF MBB Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2020
Q4 		– Sell
-270,000
Closed -$29.8M – 1553
2020
Q3 		$29.8M Buy
+270,000
New +$29.9M 0.22% 74

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Envestnet Asset Management
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Fisher Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MBB Position: Q4 2020 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 270,000 shares — an estimated $29.8M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MBB in Q3 2020 and held it in 1 quarter. The position peaked at $29.8M in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 270,000 iShares MBS ETF shares in Q4 2020, an estimated $29.8M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in iShares MBS ETF in Q3 2020 and held it in 1 quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's iShares MBS ETF position peaked at $29.8M in Q3 2020.
  • 688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q4 2020, filed 12 Feb 2021.