UCFA
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United Capital Financial Advisors’s iShares CMBS ETF CMBS Stock Holding History

United Capital 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
2016
Q2 		– Sell
-10,320
Closed -$537K – 1256
2016
Q1 		$537K Buy
+10,320
New +$531K 0.01% 857

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

United Capital Financial Advisors's CMBS Position: Q2 2016 in Review

United Capital Financial Advisors sold out of iShares CMBS ETF (CMBS) in Q2 2016, closing a stake of 10,320 shares — an estimated $537K sold.

United Capital Financial Advisors first reported a position in CMBS in Q1 2016 and held it in 1 quarter. The position peaked at $537K in Q1 2016. 55 funds tracked by Wall St. Rank hold CMBS as of Q2 2016.

  • United Capital Financial Advisors reported no remaining iShares CMBS ETF position as of Q2 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,320 iShares CMBS ETF shares in Q2 2016, an estimated $537K.
  • United Capital Financial Advisors first reported a position in iShares CMBS ETF in Q1 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares CMBS ETF position peaked at $537K in Q1 2016.
  • 55 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.