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Winslow Evans & Crocker’s iShares MBS ETF MBB Stock Holding History

Winslow Evans & Crocker’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
-4
Closed -$442 – 1287
2016
Q3 		$442 Hold
4
– – ﹤0.01% 1257
2016
Q2 		$440 Hold
4
– – ﹤0.01% 1239
2016
Q1 		$438 Hold
4
– – ﹤0.01% 1241
2015
Q4 		$432 Hold
4
– – ﹤0.01% 1326
2015
Q3 		$440 Hold
4
– – ﹤0.01% 1256
2015
Q2 		$436 Sell
4
-1,236
-100% -$135K ﹤0.01% 1269
2015
Q1 		$137K Sell
1,240
-52
-4% -$5.71K 0.04% 363
2014
Q4 		$141K Sell
1,292
-836
-39% -$91.3K 0.04% 348
2014
Q3 		$230K Buy
2,128
+2,124
+53,100% +$229K 0.07% 285
2014
Q2 		$433 Hold
4
– – ﹤0.01% 1262
2014
Q1 		$425 Hold
4
– – ﹤0.01% 1248
2013
Q4 		$0 Buy
+4
New +$422 ﹤0.01% 1393

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Winslow Evans & Crocker's MBB Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of iShares MBS ETF (MBB) in Q4 2016, closing a stake of 4 shares — an estimated $442 sold.

Winslow Evans & Crocker first reported a position in MBB in Q4 2013 and held it in 12 quarters. The position peaked at $230K in Q3 2014. 294 funds tracked by Wall St. Rank hold MBB as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining iShares MBS ETF position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 4 iShares MBS ETF shares in Q4 2016, an estimated $442.
  • Winslow Evans & Crocker first reported a position in iShares MBS ETF in Q4 2013 and held it in 12 quarters.
  • Winslow Evans & Crocker's iShares MBS ETF position peaked at $230K in Q3 2014.
  • 294 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.