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Wealthspire Advisors (Maryland)’s iShares CMBS ETF CMBS Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-18
Closed -$1K – 1932
2016
Q4 		$1K Hold
18
– – ﹤0.01% 1630
2016
Q3 		$1K Hold
18
– – ﹤0.01% 1629
2016
Q2 		$1K Hold
18
– – ﹤0.01% 1594
2016
Q1 		$1K Hold
18
– – ﹤0.01% 1633
2015
Q4 		$1K Buy
+18
New +$921 ﹤0.01% 1606

Other funds holding CMBS

CSIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CMBS Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of iShares CMBS ETF (CMBS) in Q1 2017, closing a stake of 18 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CMBS in Q4 2015 and held it in 5 quarters. The position peaked at $1K in Q4 2016. 39 funds tracked by Wall St. Rank hold CMBS as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining iShares CMBS ETF position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 18 iShares CMBS ETF shares in Q1 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares CMBS ETF in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s iShares CMBS ETF position peaked at $1K in Q4 2016.
  • 39 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.