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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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. 54 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.
  • 54 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.