AE Wealth Management’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

AE Wealth Management’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
2019 Q1	–	Sell	-13,076	Closed	-$325K	–	673
2018 Q4	$325K	Buy	13,076 +2,606	+25%	+$63.9K	0.06%	333
2018 Q3	$256K	Buy	+10,470	New	+$260K	0.01%	491
2017 Q3	–	Sell	-7,876	Closed	-$200K	–	417
2017 Q2	$200K	Buy	+7,876	New	+$200K	0.02%	361

Other funds holding CUMB

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BHWM

Bay Harbor Wealth Management Hunt Valley, Maryland $386M AUM 14.53% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AE Wealth Management's CUMB Position: Q1 2019 in Review

AE Wealth Management sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q1 2019, closing a stake of 13,076 shares — an estimated $325K sold.

AE Wealth Management first reported a position in CUMB in Q2 2017 and held it in 3 quarters. The position peaked at $325K in Q4 2018. 11 funds tracked by Wall St. Rank hold CUMB as of Q1 2019.

AE Wealth Management reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
AE Wealth Management sold 13,076 Virtus Cumberland Municipal Bond ETF shares in Q1 2019, an estimated $325K.
AE Wealth Management first reported a position in Virtus Cumberland Municipal Bond ETF in Q2 2017 and held it in 3 quarters.
AE Wealth Management's Virtus Cumberland Municipal Bond ETF position peaked at $325K in Q4 2018.
11 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q1 2019.

Based on AE Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.