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Stancorp Investment Advisers’s iShares MBS ETF MBB Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$71K Sell
642
-237
-27% -$26K 0.03% 255
2014
Q4 		$96K Buy
+879
New +$96K 0.04% 212

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stancorp Investment Advisers's MBB Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its iShares MBS ETF (MBB) stake by 27% in Q1 2015, selling an estimated $26K and leaving 642 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #255.

Stancorp Investment Advisers first reported a position in MBB in Q4 2014 and has held it in 2 quarters since. The position peaked at $96K in Q4 2014. 225 funds tracked by Wall St. Rank hold MBB as of Q1 2015.

  • Stancorp Investment Advisers held 642 shares of iShares MBS ETF worth $71K as of Q1 2015.
  • Stancorp Investment Advisers sold 237 iShares MBS ETF shares in Q1 2015, an estimated $26K.
  • iShares MBS ETF made up 0.03% of Stancorp Investment Advisers's portfolio in Q1 2015, its #255 holding.
  • Stancorp Investment Advisers first reported a position in iShares MBS ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's iShares MBS ETF position peaked at $96K in Q4 2014.
  • 225 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.