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FCG Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

FCG Advisors’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
2015
Q1 		– Sell
-2,973
Closed -$328K – 106
2014
Q4 		$328K Buy
+2,973
New +$327K 0.16% 85

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FCG Advisors's MUB Position: Q1 2015 in Review

FCG Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2015, closing a stake of 2,973 shares — an estimated $328K sold.

FCG Advisors first reported a position in MUB in Q4 2014 and held it in 1 quarter. The position peaked at $328K in Q4 2014. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

  • FCG Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • FCG Advisors sold 2,973 iShares National Muni Bond ETF shares in Q1 2015, an estimated $328K.
  • FCG Advisors first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 1 quarter.
  • FCG Advisors's iShares National Muni Bond ETF position peaked at $328K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on FCG Advisors's 13F filing for Q1 2015, filed 14 May 2015.