IHT Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

IHT Wealth 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
2017 Q3	–	Sell	-60	Closed	-$15	–	1527
2017 Q2	$15	Sell	60 -200	-77%	-$3.5K	0.01%	857
2017 Q1	$5K	Buy	260 +60	+30%	+$1.04K	﹤0.01%	961
2016 Q4	$3K	Buy	+200	New	+$3.48K	﹤0.01%	995

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWMCB

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

IHT Wealth Management's SMB Position: Q3 2017 in Review

IHT Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q3 2017, closing a stake of 60 shares — an estimated $15 sold.

IHT Wealth Management first reported a position in SMB in Q4 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 57 funds tracked by Wall St. Rank hold SMB as of Q3 2017.

IHT Wealth Management reported no remaining VanEck Short Muni ETF position as of Q3 2017 after selling out during the quarter.
IHT Wealth Management sold 60 VanEck Short Muni ETF shares in Q3 2017, an estimated $15.
IHT Wealth Management first reported a position in VanEck Short Muni ETF in Q4 2016 and held it in 3 quarters.
IHT Wealth Management's VanEck Short Muni ETF position peaked at $5K in Q1 2017.
57 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.