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Semmax Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

Semmax Financial 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
2019
Q3 		– Sell
-159
Closed -$8K – 285
2019
Q2 		$8K Sell
159
-279
-64% -$14.5K 0.01% 197
2019
Q1 		$23K Sell
438
-5,572
-93% -$283K 0.02% 250
2018
Q4 		$302K Buy
+6,010
New +$297K 0.24% 88

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Semmax Financial Advisors's CMBS Position: Q3 2019 in Review

Semmax Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q3 2019, closing a stake of 159 shares — an estimated $8K sold.

Semmax Financial Advisors first reported a position in CMBS in Q4 2018 and held it in 3 quarters. The position peaked at $302K in Q4 2018. 54 funds tracked by Wall St. Rank hold CMBS as of Q3 2019.

  • Semmax Financial Advisors reported no remaining iShares CMBS ETF position as of Q3 2019 after selling out during the quarter.
  • Semmax Financial Advisors sold 159 iShares CMBS ETF shares in Q3 2019, an estimated $8K.
  • Semmax Financial Advisors first reported a position in iShares CMBS ETF in Q4 2018 and held it in 3 quarters.
  • Semmax Financial Advisors's iShares CMBS ETF position peaked at $302K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2019.

Based on Semmax Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.