BWCS
CUMB

Beirne Wealth Consulting Services’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

Beirne Wealth Consulting Services’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
-31,012
Closed -$770K – 202
2018
Q4 		$770K Buy
+31,012
New +$761K 0.66% 42

Other funds holding CUMB

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHWM
Bay Harbor Wealth Management Hunt Valley, Maryland $434M AUM 18.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beirne Wealth Consulting Services's CUMB Position: Q1 2019 in Review

Beirne Wealth Consulting Services sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q1 2019, closing a stake of 31,012 shares — an estimated $770K sold.

Beirne Wealth Consulting Services first reported a position in CUMB in Q4 2018 and held it in 1 quarter. The position peaked at $770K in Q4 2018. 11 funds tracked by Wall St. Rank hold CUMB as of Q1 2019.

  • Beirne Wealth Consulting Services reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 31,012 Virtus Cumberland Municipal Bond ETF shares in Q1 2019, an estimated $770K.
  • Beirne Wealth Consulting Services first reported a position in Virtus Cumberland Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Virtus Cumberland Municipal Bond ETF position peaked at $770K in Q4 2018.
  • 11 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q1 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2019, filed 14 May 2019.