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Cabot Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Cabot Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-3,683
Closed -$387K – 169
2013
Q2 		$387K Buy
+3,683
New +$403K 0.13% 153

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Cabot Wealth Management's MUB Position: Q3 2013 in Review

Cabot Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2013, closing a stake of 3,683 shares — an estimated $387K sold.

Cabot Wealth Management first reported a position in MUB in Q2 2013 and held it in 1 quarter. The position peaked at $387K in Q2 2013. 218 funds tracked by Wall St. Rank hold MUB as of Q3 2013.

  • Cabot Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 3,683 iShares National Muni Bond ETF shares in Q3 2013, an estimated $387K.
  • Cabot Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's iShares National Muni Bond ETF position peaked at $387K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.