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Crosspoint Capital Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-10,571
Closed -$1.17M – 559
2015
Q4 		$1.17M Buy
10,571
+8,443
+397% +$926K 0.31% 96
2015
Q3 		$233K Buy
+2,128
New +$232K 0.27% 92

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Capital Strategies's MUB Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares National Muni Bond ETF (MUB) in Q1 2016, closing a stake of 10,571 shares — an estimated $1.17M sold.

Crosspoint Capital Strategies first reported a position in MUB in Q3 2015 and held it in 2 quarters. The position peaked at $1.17M in Q4 2015. 360 funds tracked by Wall St. Rank hold MUB as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares National Muni Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 10,571 iShares National Muni Bond ETF shares in Q1 2016, an estimated $1.17M.
  • Crosspoint Capital Strategies first reported a position in iShares National Muni Bond ETF in Q3 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's iShares National Muni Bond ETF position peaked at $1.17M in Q4 2015.
  • 360 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.