Telemus Capital’s iShares CMBS ETF CMBS Stock Holding History

Telemus Capital’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
2015 Q1	–	Sell	-10,357	Closed	-$530K	–	136
2014 Q4	$530K	Buy	+10,357	New	+$534K	0.13%	87

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Telemus Capital's CMBS Position: Q1 2015 in Review

Telemus Capital sold out of iShares CMBS ETF (CMBS) in Q1 2015, closing a stake of 10,357 shares — an estimated $530K sold.

Telemus Capital first reported a position in CMBS in Q4 2014 and held it in 1 quarter. The position peaked at $530K in Q4 2014. 35 funds tracked by Wall St. Rank hold CMBS as of Q1 2015.

Telemus Capital reported no remaining iShares CMBS ETF position as of Q1 2015 after selling out during the quarter.
Telemus Capital sold 10,357 iShares CMBS ETF shares in Q1 2015, an estimated $530K.
Telemus Capital first reported a position in iShares CMBS ETF in Q4 2014 and held it in 1 quarter.
Telemus Capital's iShares CMBS ETF position peaked at $530K in Q4 2014.
35 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2015.

Based on Telemus Capital's 13F filing for Q1 2015, filed 24 Apr 2015.