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Osborn Williams & Donohoe’s iShares MBS ETF MBB Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-200
Closed -$21K – 525
2019
Q1 		$21K Buy
+200
New +$21K ﹤0.01% 553

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osborn Williams & Donohoe's MBB Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares MBS ETF (MBB) in Q2 2019, closing a stake of 200 shares — an estimated $21K sold.

Osborn Williams & Donohoe first reported a position in MBB in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 409 funds tracked by Wall St. Rank hold MBB as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares MBS ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 200 iShares MBS ETF shares in Q2 2019, an estimated $21K.
  • Osborn Williams & Donohoe first reported a position in iShares MBS ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares MBS ETF position peaked at $21K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.