Howard Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Howard Capital Management’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
2021 Q2	–	Sell	-69,095	Closed	-$1.25M	–	62
2021 Q1	$1.25M	Sell	69,095 -2,375	-3%	-$42.9K	0.22%	24
2020 Q4	$1.29M	Buy	71,470 +23,140	+48%	+$418K	0.26%	23
2020 Q3	$872K	Buy	48,330 +19,526	+68%	+$352K	0.2%	29
2020 Q2	$515K	Buy	28,804 +4,885	+20%	+$86.8K	0.15%	36
2020 Q1	$422K	Hold	23,919	–	–	0.18%	17
2019 Q4	$427K	Buy	+23,919	New	+$425K	0.15%	32

Other funds holding SMB

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Howard Capital Management's SMB Position: Q2 2021 in Review

Howard Capital Management sold out of VanEck Short Muni ETF (SMB) in Q2 2021, closing a stake of 69,095 shares — an estimated $1.25M sold.

Howard Capital Management first reported a position in SMB in Q4 2019 and held it in 6 quarters. The position peaked at $1.29M in Q4 2020. 93 funds tracked by Wall St. Rank hold SMB as of Q2 2021.

Howard Capital Management reported no remaining VanEck Short Muni ETF position as of Q2 2021 after selling out during the quarter.
Howard Capital Management sold 69,095 VanEck Short Muni ETF shares in Q2 2021, an estimated $1.25M.
Howard Capital Management first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 6 quarters.
Howard Capital Management's VanEck Short Muni ETF position peaked at $1.29M in Q4 2020.
93 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2021.

Based on Howard Capital Management's 13F filing for Q2 2021, filed 6 Aug 2021.