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Windsor Capital Management’s iShares MBS ETF MBB Stock Holding History

Windsor Capital Management’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
2016
Q4 		– Sell
-3,799
Closed -$418K – 113
2016
Q3 		$418K Buy
+3,799
New +$418K 0.23% 85
2013
Q4 		– Sell
-656
Closed -$70K – 405
2013
Q3 		$70K Buy
+656
New +$68.6K 0.04% 143

Other funds holding MBB

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Windsor Capital Management's MBB Position: Q4 2016 in Review

Windsor Capital Management sold out of iShares MBS ETF (MBB) in Q4 2016, closing a stake of 3,799 shares — an estimated $418K sold.

Windsor Capital Management first reported a position in MBB in Q3 2013 and held it in 2 quarters. The position peaked at $418K in Q3 2016. 294 funds tracked by Wall St. Rank hold MBB as of Q4 2016.

  • Windsor Capital Management reported no remaining iShares MBS ETF position as of Q4 2016 after selling out during the quarter.
  • Windsor Capital Management sold 3,799 iShares MBS ETF shares in Q4 2016, an estimated $418K.
  • Windsor Capital Management first reported a position in iShares MBS ETF in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's iShares MBS ETF position peaked at $418K in Q3 2016.
  • 294 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2016.

Based on Windsor Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.