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Fusion Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Fusion Investment Group’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
2014
Q2 		– Sell
-2,174
Closed -$233K – 237
2014
Q1 		$233K Sell
2,174
-9,870
-82% -$1.05M 0.24% 65
2013
Q4 		$1.25M Buy
+12,044
New +$1.26M 0.92% 30

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fusion Investment Group's MUB Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2014, closing a stake of 2,174 shares — an estimated $233K sold.

Fusion Investment Group first reported a position in MUB in Q4 2013 and held it in 2 quarters. The position peaked at $1.25M in Q4 2013. 230 funds tracked by Wall St. Rank hold MUB as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares National Muni Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 2,174 iShares National Muni Bond ETF shares in Q2 2014, an estimated $233K.
  • Fusion Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares National Muni Bond ETF position peaked at $1.25M in Q4 2013.
  • 230 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.