GI
CUMB

Gradient Investments’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

Gradient Investments’s Portfolio CUMB Stock Details CUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-230
Closed -$6K – 1117
2019
Q1 		$6K Buy
+230
New +$5.73K ﹤0.01% 637
2018
Q4 		– Sell
-239
Closed -$6K – 1157
2018
Q3 		$6K Hold
239
– – ﹤0.01% 725
2018
Q2 		$6K Hold
239
– – ﹤0.01% 708
2018
Q1 		$6K Buy
+239
New +$5.99K ﹤0.01% 712

Gradient Investments's CUMB Position: Q2 2019 in Review

Gradient Investments sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q2 2019, closing a stake of 230 shares — an estimated $6K sold.

Gradient Investments first reported a position in CUMB in Q1 2018 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 0 funds tracked by Wall St. Rank hold CUMB as of Q2 2019.

  • Gradient Investments reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Gradient Investments sold 230 Virtus Cumberland Municipal Bond ETF shares in Q2 2019, an estimated $6K.
  • Gradient Investments first reported a position in Virtus Cumberland Municipal Bond ETF in Q1 2018 and held it in 4 quarters.
  • Gradient Investments's Virtus Cumberland Municipal Bond ETF position peaked at $6K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q2 2019.

Based on Gradient Investments's 13F filing for Q2 2019, filed 16 Jul 2019.