Financial Gravity Asset Management’s VanEck Short Muni ETF SMB Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-84	Closed	-$1K	–	1670
2019 Q3	$1K	Buy	84 +1	+1%	+$18	﹤0.01%	1103
2019 Q2	$1K	Sell	83 -49	-37%	-$861	﹤0.01%	1124
2019 Q1	$2K	Buy	+132	New	+$2.3K	﹤0.01%	988
2018 Q3	$2K	Sell	145 -8	-5%	-$138	﹤0.01%	1001
2018 Q2	$3K	Hold	153	–	–	﹤0.01%	909
2018 Q1	$3K	Buy	+153	New	+$2.64K	﹤0.01%	877

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 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

Financial Gravity Asset Management's SMB Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of VanEck Short Muni ETF (SMB) in Q4 2019, closing a stake of 84 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in SMB in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2018. 73 funds tracked by Wall St. Rank hold SMB as of Q4 2019.

Financial Gravity Asset Management reported no remaining VanEck Short Muni ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 84 VanEck Short Muni ETF shares in Q4 2019, an estimated $1K.
Financial Gravity Asset Management first reported a position in VanEck Short Muni ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's VanEck Short Muni ETF position peaked at $3K in Q2 2018.
73 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.