Klingman & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Klingman & Associates’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,097	Closed	-$232K	–	116
2017 Q3	$232K	Sell	2,097 -70	-3%	-$7.77K	0.06%	87
2017 Q2	$239K	Buy	2,167 +70	+3%	+$7.7K	0.06%	86
2017 Q1	$228K	Hold	2,097	–	–	0.06%	88
2016 Q4	$227K	Hold	2,097	–	–	0.07%	88
2016 Q3	$236K	Hold	2,097	–	–	0.07%	85
2016 Q2	$239K	Hold	2,097	–	–	0.08%	85
2016 Q1	$234K	Hold	2,097	–	–	0.08%	87
2015 Q4	$232K	Hold	2,097	–	–	0.09%	96
2015 Q3	$229K	Sell	2,097 -1,500	-42%	-$163K	0.09%	95
2015 Q2	$389K	Hold	3,597	–	–	0.15%	62
2015 Q1	$398K	Hold	3,597	–	–	0.16%	57
2014 Q4	$396K	Buy	+3,597	New	+$395K	0.16%	60

Other funds holding MUB

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates's MUB Position: Q4 2017 in Review

Klingman & Associates sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 2,097 shares — an estimated $232K sold.

Klingman & Associates first reported a position in MUB in Q4 2014 and held it in 12 quarters. The position peaked at $398K in Q1 2015. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

Klingman & Associates reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Klingman & Associates sold 2,097 iShares National Muni Bond ETF shares in Q4 2017, an estimated $232K.
Klingman & Associates first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 12 quarters.
Klingman & Associates's iShares National Muni Bond ETF position peaked at $398K in Q1 2015.
524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on Klingman & Associates's 13F filing for Q4 2017, filed 2 Feb 2018.