Darwin Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Darwin Wealth Management’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
2016 Q3	–	Sell	-18,429	Closed	-$327K	–	91
2016 Q2	$327K	Buy	+18,429	New	+$325K	0.28%	70

Other funds holding SMB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Darwin Wealth Management's SMB Position: Q3 2016 in Review

Darwin Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2016, closing a stake of 18,429 shares — an estimated $327K sold.

Darwin Wealth Management first reported a position in SMB in Q2 2016 and held it in 1 quarter. The position peaked at $327K in Q2 2016. 55 funds tracked by Wall St. Rank hold SMB as of Q3 2016.

Darwin Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2016 after selling out during the quarter.
Darwin Wealth Management sold 18,429 VanEck Short Muni ETF shares in Q3 2016, an estimated $327K.
Darwin Wealth Management first reported a position in VanEck Short Muni ETF in Q2 2016 and held it in 1 quarter.
Darwin Wealth Management's VanEck Short Muni ETF position peaked at $327K in Q2 2016.
55 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2016.

Based on Darwin Wealth Management's 13F filing for Q3 2016, filed 14 Oct 2016.