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Advisor Group’s VanEck Long Muni ETF MLN Stock Holding History

Advisor Group’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$892K Buy
42,394
+3,326
+9% +$70.1K 0.01% 1275
2019
Q3 		$827K Buy
39,068
+3,632
+10% +$76.5K 0.01% 1273
2019
Q2 		$736K Buy
35,436
+22,226
+168% +$456K 0.01% 1341
2019
Q1 		$268K Sell
13,210
-898
-6% -$17.7K ﹤0.01% 2031
2018
Q4 		$276K Buy
14,108
+5,940
+73% +$114K ﹤0.01% 1848
2018
Q3 		$158K Buy
8,168
+5,288
+184% +$104K ﹤0.01% 2369
2018
Q2 		$57K Sell
2,880
-3,527
-55% -$69.6K ﹤0.01% 2975
2018
Q1 		$128K Sell
6,407
-58,283
-90% -$1.15M ﹤0.01% 2347
2017
Q4 		$1.31M Sell
64,690
-4,919
-7% -$99.1K 0.02% 735
2017
Q3 		$1.39M Sell
69,609
-38,365
-36% -$768K 0.02% 652
2017
Q2 		$2.15M Sell
107,974
-9,267
-8% -$183K 0.04% 460
2017
Q1 		$2.29M Sell
117,241
-43,079
-27% -$836K 0.05% 412
2016
Q4 		$3.1M Buy
160,320
+2,831
+2% +$55.8K 0.07% 295
2016
Q3 		$3.28M Sell
157,489
-116,505
-43% -$2.44M 0.08% 276
2016
Q2 		$5.78M Buy
+273,994
New +$5.65M 0.15% 150

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's MLN Position: Q4 2019 in Review

Advisor Group increased its VanEck Long Muni ETF (MLN) stake by 8.5% in Q4 2019, buying an estimated $70.1K and bringing the position to 42,394 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #1275.

Advisor Group first reported a position in MLN in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.78M in Q2 2016. 47 funds tracked by Wall St. Rank hold MLN as of Q4 2019.

  • Advisor Group held 42,394 shares of VanEck Long Muni ETF worth $892K as of Q4 2019.
  • Advisor Group bought 3,326 VanEck Long Muni ETF shares in Q4 2019, an estimated $70.1K.
  • VanEck Long Muni ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1275 holding.
  • Advisor Group first reported a position in VanEck Long Muni ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's VanEck Long Muni ETF position peaked at $5.78M in Q2 2016.
  • 47 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.