James Investment Research’s VanEck Long Muni ETF MLN Stock Holding History

James Investment Research’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,500	Closed	-$54K	–	527
2020 Q4	$54K	Hold	2,500	–	–	﹤0.01%	382
2020 Q3	$53K	Hold	2,500	–	–	﹤0.01%	329
2020 Q2	$53K	Hold	2,500	–	–	﹤0.01%	323
2020 Q1	$51K	Hold	2,500	–	–	0.01%	308
2019 Q4	$53K	Hold	2,500	–	–	﹤0.01%	380
2019 Q3	$53K	Hold	2,500	–	–	﹤0.01%	418
2019 Q2	$52K	Hold	2,500	–	–	﹤0.01%	498
2019 Q1	$51K	Hold	2,500	–	–	﹤0.01%	644
2018 Q4	$49K	Hold	2,500	–	–	﹤0.01%	636
2018 Q3	$48K	Hold	2,500	–	–	﹤0.01%	686
2018 Q2	$50K	Hold	2,500	–	–	﹤0.01%	681
2018 Q1	$50K	Hold	2,500	–	–	﹤0.01%	665
2017 Q4	$51K	Hold	2,500	–	–	﹤0.01%	654
2017 Q3	$50K	Hold	2,500	–	–	﹤0.01%	629
2017 Q2	$50K	Sell	2,500 -2,500	-50%	-$49.4K	﹤0.01%	603
2017 Q1	$98K	Hold	5,000	–	–	﹤0.01%	485
2016 Q4	$97K	Hold	5,000	–	–	﹤0.01%	362
2016 Q3	$104K	Hold	5,000	–	–	﹤0.01%	354
2016 Q2	$106K	Hold	5,000	–	–	﹤0.01%	323
2016 Q1	$101K	Hold	5,000	–	–	﹤0.01%	307
2015 Q4	$100K	Hold	5,000	–	–	﹤0.01%	314
2015 Q3	$98K	Hold	5,000	–	–	﹤0.01%	307
2015 Q2	$96K	Buy	+5,000	New	+$97.1K	﹤0.01%	331
2015 Q1	–	Hold	0	–	–	–	346
2014 Q4	–	Hold	0	–	–	–	349
2014 Q3	–	Hold	0	–	–	–	357
2014 Q2	–	Hold	0	–	–	–	347
2014 Q1	–	Hold	0	–	–	–	354
2013 Q4	–	Hold	0	–	–	–	347
2013 Q3	–	Hold	0	–	–	–	329
2013 Q2	–	Hold	0	–	–	–	313

Other funds holding MLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $128M AUM 19.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

James Investment Research's MLN Position: Q1 2021 in Review

James Investment Research sold out of VanEck Long Muni ETF (MLN) in Q1 2021, closing a stake of 2,500 shares — an estimated $54K sold.

James Investment Research first reported a position in MLN in Q2 2015 and held it in 23 quarters. The position peaked at $106K in Q2 2016. 61 funds tracked by Wall St. Rank hold MLN as of Q1 2021.

James Investment Research reported no remaining VanEck Long Muni ETF position as of Q1 2021 after selling out during the quarter.
James Investment Research sold 2,500 VanEck Long Muni ETF shares in Q1 2021, an estimated $54K.
James Investment Research first reported a position in VanEck Long Muni ETF in Q2 2015 and held it in 23 quarters.
James Investment Research's VanEck Long Muni ETF position peaked at $106K in Q2 2016.
61 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.