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Boston Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Boston 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
2014
Q2 		– Sell
-11,600
Closed -$204K – 599
2014
Q1 		$204K Buy
+11,600
New +$204K 0.01% 556

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Boston Advisors's SMB Position: Q2 2014 in Review

Boston Advisors sold out of VanEck Short Muni ETF (SMB) in Q2 2014, closing a stake of 11,600 shares — an estimated $204K sold.

Boston Advisors first reported a position in SMB in Q1 2014 and held it in 1 quarter. The position peaked at $204K in Q1 2014. 44 funds tracked by Wall St. Rank hold SMB as of Q2 2014.

  • Boston Advisors reported no remaining VanEck Short Muni ETF position as of Q2 2014 after selling out during the quarter.
  • Boston Advisors sold 11,600 VanEck Short Muni ETF shares in Q2 2014, an estimated $204K.
  • Boston Advisors first reported a position in VanEck Short Muni ETF in Q1 2014 and held it in 1 quarter.
  • Boston Advisors's VanEck Short Muni ETF position peaked at $204K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2014.

Based on Boston Advisors's 13F filing for Q2 2014, filed 23 Jul 2014.