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Sonora Investment Management’s iShares CMBS ETF CMBS Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-69
Closed -$4K – 1694
2020
Q3 		$4K Buy
+69
New +$3.81K ﹤0.01% 1512

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Sonora Investment Management's CMBS Position: Q4 2020 in Review

Sonora Investment Management sold out of iShares CMBS ETF (CMBS) in Q4 2020, closing a stake of 69 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in CMBS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 65 funds tracked by Wall St. Rank hold CMBS as of Q4 2020.

  • Sonora Investment Management reported no remaining iShares CMBS ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 69 iShares CMBS ETF shares in Q4 2020, an estimated $4K.
  • Sonora Investment Management first reported a position in iShares CMBS ETF in Q3 2020 and held it in 1 quarter.
  • Sonora Investment Management's iShares CMBS ETF position peaked at $4K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.