Clearwater Capital Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Clearwater Capital 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
2018 Q3	–	Sell	-16,000	Closed	-$276K	–	195
2018 Q2	$276K	Hold	16,000	–	–	0.06%	160
2018 Q1	$276K	Buy	+16,000	New	+$276K	0.06%	157
2016 Q4	–	Sell	-77,384	Closed	-$1.36M	–	148
2016 Q3	$1.36M	Hold	77,384	–	–	0.48%	57
2016 Q2	$1.37M	Buy	+77,384	New	+$1.37M	0.51%	52

Other funds holding SMB

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

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

Clearwater Capital Advisors's SMB Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of VanEck Short Muni ETF (SMB) in Q3 2018, closing a stake of 16,000 shares — an estimated $276K sold.

Clearwater Capital Advisors first reported a position in SMB in Q2 2016 and held it in 4 quarters. The position peaked at $1.37M in Q2 2016. 64 funds tracked by Wall St. Rank hold SMB as of Q3 2018.

Clearwater Capital Advisors reported no remaining VanEck Short Muni ETF position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 16,000 VanEck Short Muni ETF shares in Q3 2018, an estimated $276K.
Clearwater Capital Advisors first reported a position in VanEck Short Muni ETF in Q2 2016 and held it in 4 quarters.
Clearwater Capital Advisors's VanEck Short Muni ETF position peaked at $1.37M in Q2 2016.
64 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.