East Coast Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

East Coast Asset Management’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	-2,360	Closed	-$262K	–	100
2017 Q3	$262K	Hold	2,360	–	–	0.07%	89
2017 Q2	$260K	Hold	2,360	–	–	0.07%	90
2017 Q1	$257K	Hold	2,360	–	–	0.07%	90
2016 Q4	$255K	Hold	2,360	–	–	0.08%	87
2016 Q3	$266K	Buy	2,360 +153	+7%	+$17.3K	0.14%	89
2016 Q2	$251K	Buy	+2,207	New	+$248K	0.14%	89
2014 Q3	–	Sell	-2,004	Closed	-$218K	–	119
2014 Q2	$218K	Buy	+2,004	New	+$217K	0.12%	119
2013 Q3	–	Sell	-208	Closed	-$22K	–	254
2013 Q2	$22K	Buy	+208	New	+$22.8K	0.01%	295

Other funds holding MUB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

East Coast Asset Management's MUB Position: Q4 2017 in Review

East Coast Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 2,360 shares — an estimated $262K sold.

East Coast Asset Management first reported a position in MUB in Q2 2013 and held it in 8 quarters. The position peaked at $266K in Q3 2016. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

East Coast Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
East Coast Asset Management sold 2,360 iShares National Muni Bond ETF shares in Q4 2017, an estimated $262K.
East Coast Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 8 quarters.
East Coast Asset Management's iShares National Muni Bond ETF position peaked at $266K in Q3 2016.
524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on East Coast Asset Management's 13F filing for Q4 2017, filed 12 Feb 2018.