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Braver Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Braver Wealth Management’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
2016
Q4 		$248K Hold
14,395
– – 0.04% 139
2016
Q3 		$254K Buy
14,395
+13
+0.1% +$230 0.04% 133
2016
Q2 		$255K Buy
+14,382
New +$254K 0.04% 124

Other funds holding SMB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Braver Wealth Management's SMB Position: Q4 2016 in Review

Braver Wealth Management held its VanEck Short Muni ETF (SMB) position steady in Q4 2016 at 14,395 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #139.

Braver Wealth Management first reported a position in SMB in Q2 2016 and has held it in 3 quarters since. The position peaked at $255K in Q2 2016. 51 funds tracked by Wall St. Rank hold SMB as of Q4 2016.

  • Braver Wealth Management held 14,395 shares of VanEck Short Muni ETF worth $248K as of Q4 2016.
  • Braver Wealth Management left its VanEck Short Muni ETF share count unchanged in Q4 2016.
  • VanEck Short Muni ETF made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #139 holding.
  • Braver Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2016 and has held it in 3 quarters since.
  • Braver Wealth Management's VanEck Short Muni ETF position peaked at $255K in Q2 2016.
  • 51 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.