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GM Advisory Group’s VanEck Short Muni ETF SMB Stock Holding History

GM Advisory Group’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 		– Sell
-12,000
Closed -$209K – 121
2017
Q1 		$209K Buy
+12,000
New +$209K 0.07% 96

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

GM Advisory Group's SMB Position: Q2 2017 in Review

GM Advisory Group sold out of VanEck Short Muni ETF (SMB) in Q2 2017, closing a stake of 12,000 shares — an estimated $209K sold.

GM Advisory Group first reported a position in SMB in Q1 2017 and held it in 1 quarter. The position peaked at $209K in Q1 2017. 59 funds tracked by Wall St. Rank hold SMB as of Q2 2017.

  • GM Advisory Group reported no remaining VanEck Short Muni ETF position as of Q2 2017 after selling out during the quarter.
  • GM Advisory Group sold 12,000 VanEck Short Muni ETF shares in Q2 2017, an estimated $209K.
  • GM Advisory Group first reported a position in VanEck Short Muni ETF in Q1 2017 and held it in 1 quarter.
  • GM Advisory Group's VanEck Short Muni ETF position peaked at $209K in Q1 2017.
  • 59 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2017.

Based on GM Advisory Group's 13F filing for Q2 2017, filed 11 Aug 2017.