Calton & Associates’s VanEck Short Muni ETF SMB Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-9,237	Closed	-$159K	–	1126
2017 Q4	$159K	Buy	+9,237	New	+$161K	0.04%	388

Other funds holding SMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWMCB

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Calton & Associates's SMB Position: Q1 2018 in Review

Calton & Associates sold out of VanEck Short Muni ETF (SMB) in Q1 2018, closing a stake of 9,237 shares — an estimated $159K sold.

Calton & Associates first reported a position in SMB in Q4 2017 and held it in 1 quarter. The position peaked at $159K in Q4 2017. 72 funds tracked by Wall St. Rank hold SMB as of Q1 2018.

Calton & Associates reported no remaining VanEck Short Muni ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 9,237 VanEck Short Muni ETF shares in Q1 2018, an estimated $159K.
Calton & Associates first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's VanEck Short Muni ETF position peaked at $159K in Q4 2017.
72 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.