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Community Financial Services Group’s iShares National Muni Bond ETF MUB Stock Holding History

Community Financial Services Group’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
2015
Q1 		– Sell
-1,019
Closed -$112K – 343
2014
Q4 		$112K Buy
+1,019
New +$112K 0.05% 93

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
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BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Community Financial Services Group's MUB Position: Q1 2015 in Review

Community Financial Services Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2015, closing a stake of 1,019 shares — an estimated $112K sold.

Community Financial Services Group first reported a position in MUB in Q4 2014 and held it in 1 quarter. The position peaked at $112K in Q4 2014. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

  • Community Financial Services Group reported no remaining iShares National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Community Financial Services Group sold 1,019 iShares National Muni Bond ETF shares in Q1 2015, an estimated $112K.
  • Community Financial Services Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 1 quarter.
  • Community Financial Services Group's iShares National Muni Bond ETF position peaked at $112K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on Community Financial Services Group's 13F filing for Q1 2015, filed 1 May 2015.