HPBT
MBB icon

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

High Point 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
2013
Q3 		– Sell
-325
Closed -$34K – 432
2013
Q2 		$34K Buy
+325
New +$34.8K 0.01% 270

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

High Point Bank & Trust's MBB Position: Q3 2013 in Review

High Point Bank & Trust sold out of iShares MBS ETF (MBB) in Q3 2013, closing a stake of 325 shares — an estimated $34K sold.

High Point Bank & Trust first reported a position in MBB in Q2 2013 and held it in 1 quarter. The position peaked at $34K in Q2 2013. 195 funds tracked by Wall St. Rank hold MBB as of Q3 2013.

  • High Point Bank & Trust reported no remaining iShares MBS ETF position as of Q3 2013 after selling out during the quarter.
  • High Point Bank & Trust sold 325 iShares MBS ETF shares in Q3 2013, an estimated $34K.
  • High Point Bank & Trust first reported a position in iShares MBS ETF in Q2 2013 and held it in 1 quarter.
  • High Point Bank & Trust's iShares MBS ETF position peaked at $34K in Q2 2013.
  • 195 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2013.

Based on High Point Bank & Trust's 13F filing for Q3 2013, filed 24 Oct 2013.