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Stevens First Principles Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Stevens First Principles 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
2017
Q3 		– Sell
-38
Closed -$4K – 187
2017
Q2 		$4K Buy
+38
New +$4.07K ﹤0.01% 159

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stevens First Principles Investment Advisors's MBB Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares MBS ETF (MBB) in Q3 2017, closing a stake of 38 shares — an estimated $4K sold.

Stevens First Principles Investment Advisors first reported a position in MBB in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 288 funds tracked by Wall St. Rank hold MBB as of Q3 2017.

  • Stevens First Principles Investment Advisors reported no remaining iShares MBS ETF position as of Q3 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 38 iShares MBS ETF shares in Q3 2017, an estimated $4K.
  • Stevens First Principles Investment Advisors first reported a position in iShares MBS ETF in Q2 2017 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's iShares MBS ETF position peaked at $4K in Q2 2017.
  • 288 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.