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Hoxton Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Hoxton Financial’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
2013
Q4 		– Sell
-377
Closed -$39K – 717
2013
Q3 		$39K Hold
377
– – 0.04% 146
2013
Q2 		$40K Buy
+377
New +$41.3K 0.02% 219

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $357M AUM 13.97% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Hoxton Financial's MUB Position: Q4 2013 in Review

Hoxton Financial sold out of iShares National Muni Bond ETF (MUB) in Q4 2013, closing a stake of 377 shares — an estimated $39K sold.

Hoxton Financial first reported a position in MUB in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 238 funds tracked by Wall St. Rank hold MUB as of Q4 2013.

  • Hoxton Financial reported no remaining iShares National Muni Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Hoxton Financial sold 377 iShares National Muni Bond ETF shares in Q4 2013, an estimated $39K.
  • Hoxton Financial first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 2 quarters.
  • Hoxton Financial's iShares National Muni Bond ETF position peaked at $40K in Q2 2013.
  • 238 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2013.

Based on Hoxton Financial's 13F filing for Q4 2013, filed 16 Jan 2014.