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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-721
Closed -$18K 448
2019
Q1
$18K Hold
721
0.01% 239
2018
Q4
$18K Buy
+721
New +$17.7K 0.01% 230

Bay Harbor Wealth Management's CUMB Position: Q2 2019 in Review

Bay Harbor Wealth Management sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q2 2019, closing a stake of 721 shares — an estimated $18K sold.

Bay Harbor Wealth Management first reported a position in CUMB in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 0 funds tracked by Wall St. Rank hold CUMB as of Q2 2019.

  • Bay Harbor Wealth Management reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 721 Virtus Cumberland Municipal Bond ETF shares in Q2 2019, an estimated $18K.
  • Bay Harbor Wealth Management first reported a position in Virtus Cumberland Municipal Bond ETF in Q4 2018 and held it in 2 quarters.
  • Bay Harbor Wealth Management's Virtus Cumberland Municipal Bond ETF position peaked at $18K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q2 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.