Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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GFPC
Global Financial Private Client’s
First Trust Ultra Short Duration Municipal ETF
FUMB
Stock Holding History
Global Financial Private Client’s Portfolio
FUMB Stock Details
FUMB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-188
Closed
-$3.77K
–
711
2023
Q4
$3.77K
Hold
188
–
–
﹤0.01%
539
2023
Q3
$3.74K
Hold
188
–
–
﹤0.01%
525
2023
Q2
$3.75K
Hold
188
–
–
﹤0.01%
519
2023
Q1
$3.76K
Hold
188
–
–
﹤0.01%
530
2022
Q4
$3.75K
Buy
+188
New
+$3.75K
﹤0.01%
509
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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