First Personal Financial Services’s VanEck Short Muni ETF SMB Stock Holding History

First Personal Financial Services’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
2020 Q3	–	Sell	-175	Closed	-$3K	–	298
2020 Q2	$3K	Hold	175	–	–	﹤0.01%	289
2020 Q1	$3K	Hold	175	–	–	﹤0.01%	280
2019 Q4	$3K	Sell	175 -468	-73%	-$8.31K	﹤0.01%	339
2019 Q3	$11K	Hold	643	–	–	﹤0.01%	367
2019 Q2	$11K	Sell	643 -758	-54%	-$13.3K	﹤0.01%	492
2019 Q1	$25K	Sell	1,401 -875	-38%	-$15.3K	0.01%	374
2018 Q4	$39K	Hold	2,276	–	–	0.01%	292
2018 Q3	$39K	Sell	2,276 -846	-27%	-$14.6K	0.01%	319
2018 Q2	$54K	Sell	3,122 -2,237	-42%	-$38.4K	0.02%	265
2018 Q1	$92K	Sell	5,359 -400	-7%	-$6.9K	0.02%	326
2017 Q4	$99K	Sell	5,759 -4,440	-44%	-$77.4K	0.02%	343
2017 Q3	$179K	Sell	10,199 -818	-7%	-$14.4K	0.04%	224
2017 Q2	$192K	Sell	11,017 -1,130	-9%	-$19.8K	0.04%	225
2017 Q1	$212K	Sell	12,147 -3,120	-20%	-$54.3K	0.05%	187
2016 Q4	$263K	Sell	15,267 -590	-4%	-$10.3K	0.07%	165
2016 Q3	$280K	Sell	15,857 -655	-4%	-$11.6K	0.08%	141
2016 Q2	$293K	Sell	16,512 -1,365	-8%	-$24.1K	0.1%	134
2016 Q1	$315K	Sell	17,877 -2,976	-14%	-$52.4K	0.16%	106
2015 Q4	$366K	Sell	20,853 -2,902	-12%	-$50.8K	0.21%	96
2015 Q3	$416K	Sell	23,755 -205	-0.9%	-$3.58K	0.25%	87
2015 Q2	$417K	Sell	23,960 -3,980	-14%	-$69.4K	0.25%	88
2015 Q1	$491K	Sell	27,940 -5,367	-16%	-$94.5K	0.3%	85
2014 Q4	$584K	Buy	+33,307	New	+$587K	0.34%	82

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

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

CCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

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

First Personal Financial Services's SMB Position: Q3 2020 in Review

First Personal Financial Services sold out of VanEck Short Muni ETF (SMB) in Q3 2020, closing a stake of 175 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in SMB in Q4 2014 and held it in 23 quarters. The position peaked at $584K in Q4 2014. 87 funds tracked by Wall St. Rank hold SMB as of Q3 2020.

First Personal Financial Services reported no remaining VanEck Short Muni ETF position as of Q3 2020 after selling out during the quarter.
First Personal Financial Services sold 175 VanEck Short Muni ETF shares in Q3 2020, an estimated $3K.
First Personal Financial Services first reported a position in VanEck Short Muni ETF in Q4 2014 and held it in 23 quarters.
First Personal Financial Services's VanEck Short Muni ETF position peaked at $584K in Q4 2014.
87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2020.

Based on First Personal Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.