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Intercontinental Wealth Advisors’s First Trust Managed Municipal ETF FMB Stock Holding History

Intercontinental Wealth Advisors’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,170
Closed -$222K – 154
2017
Q3 		$222K Buy
+4,170
New +$222K 0.14% 116

Other funds holding FMB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Intercontinental Wealth Advisors's FMB Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of First Trust Managed Municipal ETF (FMB) in Q4 2017, closing a stake of 4,170 shares — an estimated $222K sold.

Intercontinental Wealth Advisors first reported a position in FMB in Q3 2017 and held it in 1 quarter. The position peaked at $222K in Q3 2017. 64 funds tracked by Wall St. Rank hold FMB as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining First Trust Managed Municipal ETF position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4,170 First Trust Managed Municipal ETF shares in Q4 2017, an estimated $222K.
  • Intercontinental Wealth Advisors first reported a position in First Trust Managed Municipal ETF in Q3 2017 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's First Trust Managed Municipal ETF position peaked at $222K in Q3 2017.
  • 64 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.