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Kore Private Wealth’s VanEck Long Muni ETF MLN Stock Holding History

Kore Private Wealth’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
2019
Q1 		– Sell
-1,448
Closed -$28K – 959
2018
Q4 		$28K Buy
+1,448
New +$27.8K 0.01% 450

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Kore Private Wealth's MLN Position: Q1 2019 in Review

Kore Private Wealth sold out of VanEck Long Muni ETF (MLN) in Q1 2019, closing a stake of 1,448 shares — an estimated $28K sold.

Kore Private Wealth first reported a position in MLN in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 36 funds tracked by Wall St. Rank hold MLN as of Q1 2019.

  • Kore Private Wealth reported no remaining VanEck Long Muni ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 1,448 VanEck Long Muni ETF shares in Q1 2019, an estimated $28K.
  • Kore Private Wealth first reported a position in VanEck Long Muni ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's VanEck Long Muni ETF position peaked at $28K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.