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Avestar Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Avestar Capital’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-34
Closed -$3K – 939
2018
Q3 		$3K Hold
34
– – ﹤0.01% 603
2018
Q2 		$3K Hold
34
– – ﹤0.01% 644
2018
Q1 		$3K Sell
34
-10
-23% -$1.09K ﹤0.01% 602
2017
Q4 		$4K Buy
+44
New +$4.87K ﹤0.01% 582

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital's MUB Position: Q4 2018 in Review

Avestar Capital sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 34 shares — an estimated $3K sold.

Avestar Capital first reported a position in MUB in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

  • Avestar Capital reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Avestar Capital sold 34 iShares National Muni Bond ETF shares in Q4 2018, an estimated $3K.
  • Avestar Capital first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 4 quarters.
  • Avestar Capital's iShares National Muni Bond ETF position peaked at $4K in Q4 2017.
  • 597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Avestar Capital's 13F filing for Q4 2018, filed 25 Jan 2019.