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Segall Bryant & Hamill’s iShares MBS ETF MBB Stock Holding History

Segall Bryant & Hamill’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
2020
Q4 		– Sell
-2,088
Closed -$231K – 748
2020
Q3 		$231K Buy
+2,088
New +$231K ﹤0.01% 660

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Segall Bryant & Hamill's MBB Position: Q4 2020 in Review

Segall Bryant & Hamill sold out of iShares MBS ETF (MBB) in Q4 2020, closing a stake of 2,088 shares — an estimated $231K sold.

Segall Bryant & Hamill first reported a position in MBB in Q3 2020 and held it in 1 quarter. The position peaked at $231K in Q3 2020. 688 funds tracked by Wall St. Rank hold MBB as of Q4 2020.

  • Segall Bryant & Hamill reported no remaining iShares MBS ETF position as of Q4 2020 after selling out during the quarter.
  • Segall Bryant & Hamill sold 2,088 iShares MBS ETF shares in Q4 2020, an estimated $231K.
  • Segall Bryant & Hamill first reported a position in iShares MBS ETF in Q3 2020 and held it in 1 quarter.
  • Segall Bryant & Hamill's iShares MBS ETF position peaked at $231K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2020.

Based on Segall Bryant & Hamill's 13F filing for Q4 2020, filed 12 Feb 2021.