Hochman Cole Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hochman Cole Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,213	Closed	-$236K	–	116
2019 Q3	$236K	Sell	2,213 -2,086	-49%	-$223K	0.15%	95
2019 Q2	$458K	Buy	4,299 +22	+0.5%	+$2.33K	0.27%	68
2019 Q1	$453K	Sell	4,277 -1,764	-29%	-$186K	0.27%	72
2018 Q4	$637K	Buy	+6,041	New	+$633K	0.44%	49

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Hochman Cole Investment Advisors's SUB Position: Q4 2019 in Review

Hochman Cole Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2019, closing a stake of 2,213 shares — an estimated $236K sold.

Hochman Cole Investment Advisors first reported a position in SUB in Q4 2018 and held it in 4 quarters. The position peaked at $637K in Q4 2018. 374 funds tracked by Wall St. Rank hold SUB as of Q4 2019.

Hochman Cole Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Hochman Cole Investment Advisors sold 2,213 iShares Short-Term National Muni Bond ETF shares in Q4 2019, an estimated $236K.
Hochman Cole Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 4 quarters.
Hochman Cole Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $637K in Q4 2018.
374 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2019.

Based on Hochman Cole Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.