Cue Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Cue Advisory Services’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 Q4	–	Sell	-2,475	Closed	-$274K	–	163
2017 Q3	$274K	Hold	2,475	–	–	0.19%	137
2017 Q2	$273K	Sell	2,475 -115	-4%	-$12.6K	0.2%	132
2017 Q1	$282K	Hold	2,590	–	–	0.21%	127
2016 Q4	$280K	Hold	2,590	–	–	0.23%	124
2016 Q3	$292K	Hold	2,590	–	–	0.25%	120
2016 Q2	$295K	Hold	2,590	–	–	0.25%	116
2016 Q1	$289K	Buy	2,590 +50	+2%	+$5.56K	0.25%	114
2015 Q4	$281K	Buy	2,540 +180	+8%	+$19.8K	0.25%	114
2015 Q3	$259K	Sell	2,360 -90	-4%	-$9.79K	0.27%	112
2015 Q2	$265K	Buy	+2,450	New	+$267K	0.25%	120

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Cue Advisory Services's MUB Position: Q4 2017 in Review

Cue Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 2,475 shares — an estimated $274K sold.

Cue Advisory Services first reported a position in MUB in Q2 2015 and held it in 10 quarters. The position peaked at $295K in Q2 2016. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

Cue Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Cue Advisory Services sold 2,475 iShares National Muni Bond ETF shares in Q4 2017, an estimated $274K.
Cue Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2015 and held it in 10 quarters.
Cue Advisory Services's iShares National Muni Bond ETF position peaked at $295K in Q2 2016.
524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on Cue Advisory Services's 13F filing for Q4 2017, filed 30 Jan 2018.