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Hochman Cole Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Hochman Cole Investment Advisors’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
Q3 		– Sell
-1,942
Closed -$214K – 98
2017
Q2 		$214K Sell
1,942
-2,500
-56% -$275K 0.15% 87
2017
Q1 		$484K Hold
4,442
– – 0.35% 53
2016
Q4 		$481K Buy
+4,442
New +$486K 0.35% 52

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hochman Cole Investment Advisors's MUB Position: Q3 2017 in Review

Hochman Cole Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 1,942 shares — an estimated $214K sold.

Hochman Cole Investment Advisors first reported a position in MUB in Q4 2016 and held it in 3 quarters. The position peaked at $484K in Q1 2017. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • Hochman Cole Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 1,942 iShares National Muni Bond ETF shares in Q3 2017, an estimated $214K.
  • Hochman Cole Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 3 quarters.
  • Hochman Cole Investment Advisors's iShares National Muni Bond ETF position peaked at $484K in Q1 2017.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.