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Strategic Capital Group’s iShares MBS ETF MBB Stock Holding History

Strategic Capital Group’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
2013
Q4 		– Sell
-167
Closed -$18K – 248
2013
Q3 		$18K Sell
167
-1,411
-89% -$147K 0.01% 241
2013
Q2 		$166K Buy
+1,578
New +$169K 0.08% 131

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Strategic Capital Group's MBB Position: Q4 2013 in Review

Strategic Capital Group sold out of iShares MBS ETF (MBB) in Q4 2013, closing a stake of 167 shares — an estimated $18K sold.

Strategic Capital Group first reported a position in MBB in Q2 2013 and held it in 2 quarters. The position peaked at $166K in Q2 2013. 201 funds tracked by Wall St. Rank hold MBB as of Q4 2013.

  • Strategic Capital Group reported no remaining iShares MBS ETF position as of Q4 2013 after selling out during the quarter.
  • Strategic Capital Group sold 167 iShares MBS ETF shares in Q4 2013, an estimated $18K.
  • Strategic Capital Group first reported a position in iShares MBS ETF in Q2 2013 and held it in 2 quarters.
  • Strategic Capital Group's iShares MBS ETF position peaked at $166K in Q2 2013.
  • 201 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2013.

Based on Strategic Capital Group's 13F filing for Q4 2013, filed 14 Feb 2014.