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Wealth Advisory Solutions’s iShares CMBS ETF CMBS Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-4,379
Closed -$243K – 170
2020
Q3 		$243K Buy
4,379
+475
+12% +$26.2K 0.06% 159
2020
Q2 		$214K Buy
+3,904
New +$210K 0.06% 171
2020
Q1 		– Sell
-3,964
Closed -$209K – 161
2019
Q4 		$209K Buy
+3,964
New +$211K 0.06% 174

Other funds holding CMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
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
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wealth Advisory Solutions's CMBS Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of iShares CMBS ETF (CMBS) in Q4 2020, closing a stake of 4,379 shares — an estimated $243K sold.

Wealth Advisory Solutions first reported a position in CMBS in Q4 2019 and held it in 3 quarters. The position peaked at $243K in Q3 2020. 65 funds tracked by Wall St. Rank hold CMBS as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining iShares CMBS ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 4,379 iShares CMBS ETF shares in Q4 2020, an estimated $243K.
  • Wealth Advisory Solutions first reported a position in iShares CMBS ETF in Q4 2019 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares CMBS ETF position peaked at $243K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.