Teamwork Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

Teamwork Financial Advisors’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
2022 Q1	–	Sell	-4,635	Closed	-$246K	–	259
2021 Q4	$246K	Sell	4,635 -32	-0.7%	-$1.71K	0.05%	262
2021 Q3	$252K	Buy	4,667 +726	+18%	+$39.6K	0.05%	237
2021 Q2	$214K	Buy	+3,941	New	+$214K	0.04%	233

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Teamwork Financial Advisors's CMBS Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q1 2022, closing a stake of 4,635 shares — an estimated $246K sold.

Teamwork Financial Advisors first reported a position in CMBS in Q2 2021 and held it in 3 quarters. The position peaked at $252K in Q3 2021. 98 funds tracked by Wall St. Rank hold CMBS as of Q1 2022.

Teamwork Financial Advisors reported no remaining iShares CMBS ETF position as of Q1 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 4,635 iShares CMBS ETF shares in Q1 2022, an estimated $246K.
Teamwork Financial Advisors first reported a position in iShares CMBS ETF in Q2 2021 and held it in 3 quarters.
Teamwork Financial Advisors's iShares CMBS ETF position peaked at $252K in Q3 2021.
98 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.