AIS
CUMB

Accurate Investment Solutions’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

Accurate Investment Solutions’s Portfolio CUMB Stock Details CUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-80
Closed -$2K – 561
2018
Q2 		$2K Hold
80
– – ﹤0.01% 440
2018
Q1 		$2K Hold
80
– – ﹤0.01% 425
2017
Q4 		$2K Hold
80
– – ﹤0.01% 420
2017
Q3 		$2K Buy
+80
New +$2.05K ﹤0.01% 427

Other funds holding CUMB

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Accurate Investment Solutions's CUMB Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q3 2018, closing a stake of 80 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in CUMB in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 7 funds tracked by Wall St. Rank hold CUMB as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 80 Virtus Cumberland Municipal Bond ETF shares in Q3 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Virtus Cumberland Municipal Bond ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Virtus Cumberland Municipal Bond ETF position peaked at $2K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.