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Gyroscope Capital Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Gyroscope Capital Management Group’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,979
Closed -$1.08M – 114
2016
Q4 		$1.08M Buy
9,979
+1,052
+12% +$115K 0.72% 35
2016
Q3 		$1.01M Buy
+8,927
New +$1.01M 0.75% 33

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Gyroscope Capital Management Group's MUB Position: Q1 2017 in Review

Gyroscope Capital Management Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 9,979 shares — an estimated $1.08M sold.

Gyroscope Capital Management Group first reported a position in MUB in Q3 2016 and held it in 2 quarters. The position peaked at $1.08M in Q4 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

  • Gyroscope Capital Management Group reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 9,979 iShares National Muni Bond ETF shares in Q1 2017, an estimated $1.08M.
  • Gyroscope Capital Management Group first reported a position in iShares National Muni Bond ETF in Q3 2016 and held it in 2 quarters.
  • Gyroscope Capital Management Group's iShares National Muni Bond ETF position peaked at $1.08M in Q4 2016.
  • 436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Gyroscope Capital Management Group's 13F filing for Q1 2017, filed 15 May 2017.