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

Doyle 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
2019 Q3	–	Sell	-4,497	Closed	-$80K	–	675
2019 Q2	$80K	Buy	+4,497	New	+$79K	0.01%	292
2019 Q1	–	Sell	-8,945	Closed	-$155K	–	657
2018 Q4	$155K	Buy	+8,945	New	+$154K	0.03%	197
2018 Q1	–	Sell	-10,211	Closed	-$176K	–	180
2017 Q4	$176K	Buy	+10,211	New	+$178K	0.03%	165

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Doyle Wealth Management's SMB Position: Q3 2019 in Review

Doyle Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2019, closing a stake of 4,497 shares — an estimated $80K sold.

Doyle Wealth Management first reported a position in SMB in Q4 2017 and held it in 3 quarters. The position peaked at $176K in Q4 2017. 71 funds tracked by Wall St. Rank hold SMB as of Q3 2019.

Doyle Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 4,497 VanEck Short Muni ETF shares in Q3 2019, an estimated $80K.
Doyle Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 3 quarters.
Doyle Wealth Management's VanEck Short Muni ETF position peaked at $176K in Q4 2017.
71 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.