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Girard Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Girard Partners’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,020
Closed -$25K – 838
2018
Q3 		$25K Buy
+1,020
New +$25.7K ﹤0.01% 566

Other funds holding XMPT

Choate Investment Advisors
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Girard Partners's XMPT Position: Q4 2018 in Review

Girard Partners sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2018, closing a stake of 1,020 shares — an estimated $25K sold.

Girard Partners first reported a position in XMPT in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 34 funds tracked by Wall St. Rank hold XMPT as of Q4 2018.

  • Girard Partners reported no remaining VanEck CEF Muni Income ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,020 VanEck CEF Muni Income ETF shares in Q4 2018, an estimated $25K.
  • Girard Partners first reported a position in VanEck CEF Muni Income ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's VanEck CEF Muni Income ETF position peaked at $25K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.