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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 $1.37T 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 $27.4B AUM 24.17% 1-Year Est. Return