IWM
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IHT Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

IHT Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3
Closed – – 1703
2017
Q3 		$0 Hold
3
– – ﹤0.01% 1452
2017
Q2 		$162 Hold
3
– – 0.08% 267
2017
Q1 		$0 Hold
3
– – ﹤0.01% 1273
2016
Q4 		$0 Buy
+3
New +$155 ﹤0.01% 1203

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

IHT Wealth Management's CMBS Position: Q4 2017 in Review

IHT Wealth Management sold out of iShares CMBS ETF (CMBS) in Q4 2017, closing a stake of 3 shares.

IHT Wealth Management first reported a position in CMBS in Q4 2016 and held it in 4 quarters. The position peaked at $162 in Q2 2017. 44 funds tracked by Wall St. Rank hold CMBS as of Q4 2017.

  • IHT Wealth Management reported no remaining iShares CMBS ETF position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 3 iShares CMBS ETF shares in Q4 2017.
  • IHT Wealth Management first reported a position in iShares CMBS ETF in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's iShares CMBS ETF position peaked at $162 in Q2 2017.
  • 44 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.