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Moloney Securities Asset Management’s iShares CMBS ETF CMBS Stock Holding History

Moloney Securities Asset 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
2019
Q4 		– Sell
-4,437
Closed -$237K – 355
2019
Q3 		$237K Sell
4,437
-93
-2% -$4.96K 0.08% 271
2019
Q2 		$240K Buy
+4,530
New +$235K 0.08% 255

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Moloney Securities Asset Management's CMBS Position: Q4 2019 in Review

Moloney Securities Asset Management sold out of iShares CMBS ETF (CMBS) in Q4 2019, closing a stake of 4,437 shares — an estimated $237K sold.

Moloney Securities Asset Management first reported a position in CMBS in Q2 2019 and held it in 2 quarters. The position peaked at $240K in Q2 2019. 58 funds tracked by Wall St. Rank hold CMBS as of Q4 2019.

  • Moloney Securities Asset Management reported no remaining iShares CMBS ETF position as of Q4 2019 after selling out during the quarter.
  • Moloney Securities Asset Management sold 4,437 iShares CMBS ETF shares in Q4 2019, an estimated $237K.
  • Moloney Securities Asset Management first reported a position in iShares CMBS ETF in Q2 2019 and held it in 2 quarters.
  • Moloney Securities Asset Management's iShares CMBS ETF position peaked at $240K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2019.

Based on Moloney Securities Asset Management's 13F filing for Q4 2019, filed 6 Feb 2020.