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Focused Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Focused Wealth Management’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,975
Closed -$232K – 714
2016
Q4 		$232K Hold
11,975
– – 0.1% 129
2016
Q3 		$249K Buy
+11,975
New +$251K 0.11% 114

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focused Wealth Management's MLN Position: Q1 2017 in Review

Focused Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q1 2017, closing a stake of 11,975 shares — an estimated $232K sold.

Focused Wealth Management first reported a position in MLN in Q3 2016 and held it in 2 quarters. The position peaked at $249K in Q3 2016. 33 funds tracked by Wall St. Rank hold MLN as of Q1 2017.

  • Focused Wealth Management reported no remaining VanEck Long Muni ETF position as of Q1 2017 after selling out during the quarter.
  • Focused Wealth Management sold 11,975 VanEck Long Muni ETF shares in Q1 2017, an estimated $232K.
  • Focused Wealth Management first reported a position in VanEck Long Muni ETF in Q3 2016 and held it in 2 quarters.
  • Focused Wealth Management's VanEck Long Muni ETF position peaked at $249K in Q3 2016.
  • 33 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2017.

Based on Focused Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.