Benjamin Edwards Inc’s VanEck Short Muni ETF SMB Stock Holding History

Benjamin Edwards Inc’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
2021 Q1	–	Sell	-5,312	Closed	-$96K	–	396
2020 Q4	$96K	Buy	5,312 +1,257	+31%	+$22.7K	0.07%	192
2020 Q3	$73K	Sell	4,055 -43	-1%	-$776	0.06%	189
2020 Q2	$74K	Buy	4,098 +12	+0.3%	+$213	0.06%	172
2020 Q1	$71K	Buy	4,086 +370	+10%	+$6.54K	0.07%	153
2019 Q4	$66K	Buy	3,716 +56	+2%	+$994	0.13%	119
2019 Q3	$65K	Buy	3,660 +61	+2%	+$1.08K	0.14%	118
2019 Q2	$64K	Buy	+3,599	New	+$63.3K	0.15%	116

Other funds holding SMB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

EWMCB

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Benjamin Edwards Inc's SMB Position: Q1 2021 in Review

Benjamin Edwards Inc sold out of VanEck Short Muni ETF (SMB) in Q1 2021, closing a stake of 5,312 shares — an estimated $96K sold.

Benjamin Edwards Inc first reported a position in SMB in Q2 2019 and held it in 7 quarters. The position peaked at $96K in Q4 2020. 95 funds tracked by Wall St. Rank hold SMB as of Q1 2021.

Benjamin Edwards Inc reported no remaining VanEck Short Muni ETF position as of Q1 2021 after selling out during the quarter.
Benjamin Edwards Inc sold 5,312 VanEck Short Muni ETF shares in Q1 2021, an estimated $96K.
Benjamin Edwards Inc first reported a position in VanEck Short Muni ETF in Q2 2019 and held it in 7 quarters.
Benjamin Edwards Inc's VanEck Short Muni ETF position peaked at $96K in Q4 2020.
95 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2021.

Based on Benjamin Edwards Inc's 13F filing for Q1 2021, filed 14 May 2021.