Kayne Anderson Rudnick Investment Management
SUB icon

Kayne Anderson Rudnick Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,275
Closed -$343K – 357
2017
Q4 		$343K Buy
+3,275
New +$345K ﹤0.01% 324

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SUB Position: Q1 2018 in Review

Kayne Anderson Rudnick Investment Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2018, closing a stake of 3,275 shares — an estimated $343K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SUB in Q4 2017 and held it in 1 quarter. The position peaked at $343K in Q4 2017. 209 funds tracked by Wall St. Rank hold SUB as of Q1 2018.

  • Kayne Anderson Rudnick Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 3,275 iShares Short-Term National Muni Bond ETF shares in Q1 2018, an estimated $343K.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $343K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2018.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2018, filed 9 May 2018.