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TD Capital Management’s iShares CMBS ETF CMBS Stock Holding History

TD Capital 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
2018
Q3 		– Sell
-2
Closed – – 195
2018
Q2 		$0 Hold
2
– – ﹤0.01% 182
2018
Q1 		$0 Hold
2
– – ﹤0.01% 187
2017
Q4 		$0 Hold
2
– – ﹤0.01% 194
2017
Q3 		$0 Buy
+2
New +$103 ﹤0.01% 257

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TD Capital Management's CMBS Position: Q3 2018 in Review

TD Capital Management sold out of iShares CMBS ETF (CMBS) in Q3 2018, closing a stake of 2 shares.

TD Capital Management first reported a position in CMBS in Q3 2017 and held it in 4 quarters. The position peaked at $0 in Q2 2018. 49 funds tracked by Wall St. Rank hold CMBS as of Q3 2018.

  • TD Capital Management reported no remaining iShares CMBS ETF position as of Q3 2018 after selling out during the quarter.
  • TD Capital Management sold 2 iShares CMBS ETF shares in Q3 2018.
  • TD Capital Management first reported a position in iShares CMBS ETF in Q3 2017 and held it in 4 quarters.
  • TD Capital Management's iShares CMBS ETF position peaked at $0 in Q2 2018.
  • 49 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2018.

Based on TD Capital Management's 13F filing for Q3 2018, filed 9 Nov 2018.