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KMS Financial Services’s iShares MBS ETF MBB Stock Holding History

KMS Financial Services’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
Q4 		– Sell
-3,348
Closed -$355K – 543
2013
Q3 		$355K Sell
3,348
-4,616
-58% -$482K 0.09% 263
2013
Q2 		$836K Buy
+7,964
New +$852K 0.23% 107

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

KMS Financial Services's MBB Position: Q4 2013 in Review

KMS Financial Services sold out of iShares MBS ETF (MBB) in Q4 2013, closing a stake of 3,348 shares — an estimated $355K sold.

KMS Financial Services first reported a position in MBB in Q2 2013 and held it in 2 quarters. The position peaked at $836K in Q2 2013. 201 funds tracked by Wall St. Rank hold MBB as of Q4 2013.

  • KMS Financial Services reported no remaining iShares MBS ETF position as of Q4 2013 after selling out during the quarter.
  • KMS Financial Services sold 3,348 iShares MBS ETF shares in Q4 2013, an estimated $355K.
  • KMS Financial Services first reported a position in iShares MBS ETF in Q2 2013 and held it in 2 quarters.
  • KMS Financial Services's iShares MBS ETF position peaked at $836K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2013.

Based on KMS Financial Services's 13F filing for Q4 2013, filed 10 Feb 2014.