Baltimore-Washington Financial Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,700	Closed	-$82K	–	230
2015 Q3	$82K	Hold	4,700	–	–	0.03%	111
2015 Q2	$81K	Hold	4,700	–	–	0.02%	114
2015 Q1	$83K	Sell	4,700 -1,400	-23%	-$24.7K	0.02%	117
2014 Q4	$107K	Hold	6,100	–	–	0.03%	115
2014 Q3	$108K	Hold	6,100	–	–	0.03%	112
2014 Q2	$107K	Sell	6,100 -2,500	-29%	-$44K	0.03%	124
2014 Q1	$151K	Sell	8,600 -2,225	-21%	-$39.2K	0.05%	103
2013 Q4	$190K	Hold	10,825	–	–	0.06%	110
2013 Q3	$190K	Buy	10,825 +2,000	+23%	+$34.9K	0.08%	89
2013 Q2	$154K	Buy	+8,825	New	+$156K	0.07%	91

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SMB Position: Q4 2015 in Review

Baltimore-Washington Financial Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2015, closing a stake of 4,700 shares — an estimated $82K sold.

Baltimore-Washington Financial Advisors first reported a position in SMB in Q2 2013 and held it in 10 quarters. The position peaked at $190K in Q4 2013. 46 funds tracked by Wall St. Rank hold SMB as of Q4 2015.

Baltimore-Washington Financial Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 4,700 VanEck Short Muni ETF shares in Q4 2015, an estimated $82K.
Baltimore-Washington Financial Advisors first reported a position in VanEck Short Muni ETF in Q2 2013 and held it in 10 quarters.
Baltimore-Washington Financial Advisors's VanEck Short Muni ETF position peaked at $190K in Q4 2013.
46 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.