Cetera Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Cetera Investment 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
2017 Q3	–	Sell	-9,231	Closed	-$1.02M	–	53
2017 Q2	$1.02M	Sell	9,231 -952	-9%	-$105K	1.29%	22
2017 Q1	$1.11M	Sell	10,183 -9,433	-48%	-$1.02M	1.27%	20
2016 Q4	$2.12M	Sell	19,616 -10,960	-36%	-$1.2M	1.59%	14
2016 Q3	$3.45M	Sell	30,576 -49	-0.2%	-$5.55K	2.22%	9
2016 Q2	$3.49M	Sell	30,625 -3,866	-11%	-$435K	2.06%	11
2016 Q1	$3.85M	Sell	34,491 -1,815	-5%	-$202K	1.99%	13
2015 Q4	$4.02M	Buy	+36,306	New	+$3.98M	1.62%	14

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Management's MUB Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 9,231 shares — an estimated $1.02M sold.

Cetera Investment Management first reported a position in MUB in Q4 2015 and held it in 7 quarters. The position peaked at $4.02M in Q4 2015. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

Cetera Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
Cetera Investment Management sold 9,231 iShares National Muni Bond ETF shares in Q3 2017, an estimated $1.02M.
Cetera Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2015 and held it in 7 quarters.
Cetera Investment Management's iShares National Muni Bond ETF position peaked at $4.02M in Q4 2015.
446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.