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Investment Centers of America’s VanEck Short Muni ETF SMB Stock Holding History

Investment Centers of America’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
2014
Q2 		– Sell
-12,207
Closed -$214K – 413
2014
Q1 		$214K Hold
12,207
– – 0.04% 337
2013
Q4 		$214K Hold
12,207
– – 0.1% 217
2013
Q3 		$214K Buy
12,207
+327
+3% +$5.7K 0.04% 341
2013
Q2 		$208K Buy
+11,880
New +$211K 0.06% 258

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 83.11% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Investment Centers of America's SMB Position: Q2 2014 in Review

Investment Centers of America sold out of VanEck Short Muni ETF (SMB) in Q2 2014, closing a stake of 12,207 shares — an estimated $214K sold.

Investment Centers of America first reported a position in SMB in Q2 2013 and held it in 4 quarters. The position peaked at $214K in Q1 2014. 44 funds tracked by Wall St. Rank hold SMB as of Q2 2014.

  • Investment Centers of America reported no remaining VanEck Short Muni ETF position as of Q2 2014 after selling out during the quarter.
  • Investment Centers of America sold 12,207 VanEck Short Muni ETF shares in Q2 2014, an estimated $214K.
  • Investment Centers of America first reported a position in VanEck Short Muni ETF in Q2 2013 and held it in 4 quarters.
  • Investment Centers of America's VanEck Short Muni ETF position peaked at $214K in Q1 2014.
  • 44 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2014.

Based on Investment Centers of America's 13F filing for Q2 2014, filed 5 Aug 2014.