MCIA
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Mountain Capital Investment Advisors’s iShares CMBS ETF CMBS Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q4 		– Sell
-1,591
Closed -$82K – 103
2017
Q3 		$82K Hold
1,591
– – 0.07% 77
2017
Q2 		$82K Buy
+1,591
New +$82K 0.08% 96

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Mountain Capital Investment Advisors's CMBS Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares CMBS ETF (CMBS) in Q4 2017, closing a stake of 1,591 shares — an estimated $82K sold.

Mountain Capital Investment Advisors first reported a position in CMBS in Q2 2017 and held it in 2 quarters. The position peaked at $82K in Q3 2017. 44 funds tracked by Wall St. Rank hold CMBS as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares CMBS ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,591 iShares CMBS ETF shares in Q4 2017, an estimated $82K.
  • Mountain Capital Investment Advisors first reported a position in iShares CMBS ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares CMBS ETF position peaked at $82K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.