Keel Point’s iShares CMBS ETF CMBS Stock Holding History

Keel Point’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
2020 Q3	–	Sell	-6,166	Closed	-$339K	–	223
2020 Q2	$339K	Buy	+6,166	New	+$332K	0.04%	152

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Keel Point's CMBS Position: Q3 2020 in Review

Keel Point sold out of iShares CMBS ETF (CMBS) in Q3 2020, closing a stake of 6,166 shares — an estimated $339K sold.

Keel Point first reported a position in CMBS in Q2 2020 and held it in 1 quarter. The position peaked at $339K in Q2 2020. 58 funds tracked by Wall St. Rank hold CMBS as of Q3 2020.

Keel Point reported no remaining iShares CMBS ETF position as of Q3 2020 after selling out during the quarter.
Keel Point sold 6,166 iShares CMBS ETF shares in Q3 2020, an estimated $339K.
Keel Point first reported a position in iShares CMBS ETF in Q2 2020 and held it in 1 quarter.
Keel Point's iShares CMBS ETF position peaked at $339K in Q2 2020.
58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2020.

Based on Keel Point's 13F filing for Q3 2020, filed 18 Nov 2020.