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Peachtree Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Peachtree Investment Advisors’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
2014
Q4 		– Sell
-1,000
Closed -$108K – 374
2014
Q3 		$108K Buy
+1,000
New +$108K 0.07% 167

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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 $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Peachtree Investment Advisors's MBB Position: Q4 2014 in Review

Peachtree Investment Advisors sold out of iShares MBS ETF (MBB) in Q4 2014, closing a stake of 1,000 shares — an estimated $108K sold.

Peachtree Investment Advisors first reported a position in MBB in Q3 2014 and held it in 1 quarter. The position peaked at $108K in Q3 2014. 220 funds tracked by Wall St. Rank hold MBB as of Q4 2014.

  • Peachtree Investment Advisors reported no remaining iShares MBS ETF position as of Q4 2014 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,000 iShares MBS ETF shares in Q4 2014, an estimated $108K.
  • Peachtree Investment Advisors first reported a position in iShares MBS ETF in Q3 2014 and held it in 1 quarter.
  • Peachtree Investment Advisors's iShares MBS ETF position peaked at $108K in Q3 2014.
  • 220 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2014.

Based on Peachtree Investment Advisors's 13F filing for Q4 2014, filed 29 Jan 2015.