Empirical Wealth Management’s SPDR NUVEEN S&P VRDO MUN BD ETF VRD Stock Holding History

Empirical Wealth Management’s Portfolio VRD Stock Details VRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-12,785	Closed	-$383K	–	105
2014 Q1	$383K	Sell	12,785 -3,528	-22%	-$106K	0.1%	72
2013 Q4	$488K	Sell	16,313 -3,954	-20%	-$118K	0.14%	65
2013 Q3	$607K	Sell	20,267 -20,135	-50%	-$603K	0.19%	51
2013 Q2	$1.2M	Buy	+40,402	New	+$1.21M	0.4%	24

Other funds holding VRD

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Empirical Wealth Management's VRD Position: Q2 2014 in Review

Empirical Wealth Management sold out of SPDR NUVEEN S&P VRDO MUN BD ETF (VRD) in Q2 2014, closing a stake of 12,785 shares — an estimated $383K sold.

Empirical Wealth Management first reported a position in VRD in Q2 2013 and held it in 4 quarters. The position peaked at $1.2M in Q2 2013. 8 funds tracked by Wall St. Rank hold VRD as of Q2 2014.

Empirical Wealth Management reported no remaining SPDR NUVEEN S&P VRDO MUN BD ETF position as of Q2 2014 after selling out during the quarter.
Empirical Wealth Management sold 12,785 SPDR NUVEEN S&P VRDO MUN BD ETF shares in Q2 2014, an estimated $383K.
Empirical Wealth Management first reported a position in SPDR NUVEEN S&P VRDO MUN BD ETF in Q2 2013 and held it in 4 quarters.
Empirical Wealth Management's SPDR NUVEEN S&P VRDO MUN BD ETF position peaked at $1.2M in Q2 2013.
8 funds tracked by Wall St. Rank held SPDR NUVEEN S&P VRDO MUN BD ETF as of Q2 2014.

Based on Empirical Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.