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Triangle Peak Partners’s iShares MBS ETF MBB Stock Holding History

Triangle Peak Partners’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
2014
Q4 		– Sell
-2,724
Closed -$294K – 39
2014
Q3 		$294K Hold
2,724
– – 0.3% 31
2014
Q2 		$295K Hold
2,724
– – 0.26% 32
2014
Q1 		$289K Sell
2,724
-710
-21% -$75.3K 0.26% 33
2013
Q4 		$359K Buy
+3,434
New +$363K 0.34% 27

Other funds holding MBB

Bank of America
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Triangle Peak Partners's MBB Position: Q4 2014 in Review

Triangle Peak Partners sold out of iShares MBS ETF (MBB) in Q4 2014, closing a stake of 2,724 shares — an estimated $294K sold.

Triangle Peak Partners first reported a position in MBB in Q4 2013 and held it in 4 quarters. The position peaked at $359K in Q4 2013. 220 funds tracked by Wall St. Rank hold MBB as of Q4 2014.

  • Triangle Peak Partners reported no remaining iShares MBS ETF position as of Q4 2014 after selling out during the quarter.
  • Triangle Peak Partners sold 2,724 iShares MBS ETF shares in Q4 2014, an estimated $294K.
  • Triangle Peak Partners first reported a position in iShares MBS ETF in Q4 2013 and held it in 4 quarters.
  • Triangle Peak Partners's iShares MBS ETF position peaked at $359K in Q4 2013.
  • 220 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2014.

Based on Triangle Peak Partners's 13F filing for Q4 2014, filed 4 Feb 2015.