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WESPAC Advisors SoCal’s iShares GNMA Bond ETF GNMA Stock Holding History

WESPAC Advisors SoCal’s Portfolio GNMA Stock Details GNMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-65
Closed -$3.29K – 291
2016
Q1 		$3.29K Buy
+65
New +$3.29K ﹤0.01% 250

Other funds holding GNMA

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WESPAC Advisors SoCal's GNMA Position: Q2 2016 in Review

WESPAC Advisors SoCal sold out of iShares GNMA Bond ETF (GNMA) in Q2 2016, closing a stake of 65 shares — an estimated $3.29K sold.

WESPAC Advisors SoCal first reported a position in GNMA in Q1 2016 and held it in 1 quarter. The position peaked at $3.29K in Q1 2016. 32 funds tracked by Wall St. Rank hold GNMA as of Q2 2016.

  • WESPAC Advisors SoCal reported no remaining iShares GNMA Bond ETF position as of Q2 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 65 iShares GNMA Bond ETF shares in Q2 2016, an estimated $3.29K.
  • WESPAC Advisors SoCal first reported a position in iShares GNMA Bond ETF in Q1 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares GNMA Bond ETF position peaked at $3.29K in Q1 2016.
  • 32 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q2 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2016, filed 12 Aug 2016.