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JP Morgan Private Wealth Advisors’s iShares MBS ETF MBB Stock Holding History

JP Morgan Private Wealth Advisors’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
2018
Q1 		– Sell
-4,999
Closed -$533K – 1344
2017
Q4 		$533K Buy
4,999
+31
+0.6% +$3.31K ﹤0.01% 846
2017
Q3 		$532K Sell
4,968
-2
-0% -$214 ﹤0.01% 817
2017
Q2 		$531K Buy
4,970
+62
+1% +$6.63K ﹤0.01% 822
2017
Q1 		$523K Sell
4,908
-17,764
-78% -$1.89M ﹤0.01% 832
2016
Q4 		$2.41M Buy
+22,672
New +$2.45M 0.02% 408

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's MBB Position: Q1 2018 in Review

JP Morgan Private Wealth Advisors sold out of iShares MBS ETF (MBB) in Q1 2018, closing a stake of 4,999 shares — an estimated $533K sold.

JP Morgan Private Wealth Advisors first reported a position in MBB in Q4 2016 and held it in 5 quarters. The position peaked at $2.41M in Q4 2016. 324 funds tracked by Wall St. Rank hold MBB as of Q1 2018.

  • JP Morgan Private Wealth Advisors reported no remaining iShares MBS ETF position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,999 iShares MBS ETF shares in Q1 2018, an estimated $533K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MBS ETF in Q4 2016 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's iShares MBS ETF position peaked at $2.41M in Q4 2016.
  • 324 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2018, filed 10 May 2018.