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Fort Washington Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Fort Washington Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,480
Closed -$679K – 559
2018
Q3 		$679K Buy
+6,480
New +$681K 0.01% 386

Other funds holding SUB

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Fort Washington Investment Advisors's SUB Position: Q4 2018 in Review

Fort Washington Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2018, closing a stake of 6,480 shares — an estimated $679K sold.

Fort Washington Investment Advisors first reported a position in SUB in Q3 2018 and held it in 1 quarter. The position peaked at $679K in Q3 2018. 276 funds tracked by Wall St. Rank hold SUB as of Q4 2018.

  • Fort Washington Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 6,480 iShares Short-Term National Muni Bond ETF shares in Q4 2018, an estimated $679K.
  • Fort Washington Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2018 and held it in 1 quarter.
  • Fort Washington Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $679K in Q3 2018.
  • 276 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.