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Geneva Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Geneva Advisors’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
2017
Q2 		$199K Buy
+11,385
New +$199K ﹤0.01% 684

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Geneva Advisors's SMB Position: Q2 2017 in Review

Geneva Advisors opened a new position in VanEck Short Muni ETF (SMB) in Q2 2017: 11,385 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

59 funds tracked by Wall St. Rank hold SMB as of Q2 2017.

  • Geneva Advisors held 11,385 shares of VanEck Short Muni ETF worth $199K as of Q2 2017.
  • VanEck Short Muni ETF was a new Geneva Advisors position in Q2 2017.
  • VanEck Short Muni ETF made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #684 holding.
  • 59 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.