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Midwest Professional Planners Ltd (MPPL)’s iShares MBS ETF MBB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q3 		– Sell
-212
Closed -$22K – 209
2018
Q2 		$22K Hold
212
– – 0.02% 185
2018
Q1 		$22K Hold
212
– – 0.02% 181
2017
Q4 		$23K Buy
+212
New +$22.6K 0.02% 182

Other funds holding MBB

Bank of America
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s MBB Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares MBS ETF (MBB) in Q3 2018, closing a stake of 212 shares — an estimated $22K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in MBB in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 317 funds tracked by Wall St. Rank hold MBB as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares MBS ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 212 iShares MBS ETF shares in Q3 2018, an estimated $22K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares MBS ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares MBS ETF position peaked at $23K in Q4 2017.
  • 317 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.