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Long Wharf Investors’s iShares National Muni Bond ETF MUB Stock Holding History

Long Wharf Investors’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
2013
Q3 		– Sell
-1,920
Closed -$202K – 122
2013
Q2 		$202K Buy
+1,920
New +$210K 0.2% 99

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Long Wharf Investors's MUB Position: Q3 2013 in Review

Long Wharf Investors sold out of iShares National Muni Bond ETF (MUB) in Q3 2013, closing a stake of 1,920 shares — an estimated $202K sold.

Long Wharf Investors first reported a position in MUB in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 218 funds tracked by Wall St. Rank hold MUB as of Q3 2013.

  • Long Wharf Investors reported no remaining iShares National Muni Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Long Wharf Investors sold 1,920 iShares National Muni Bond ETF shares in Q3 2013, an estimated $202K.
  • Long Wharf Investors first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 1 quarter.
  • Long Wharf Investors's iShares National Muni Bond ETF position peaked at $202K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2013.

Based on Long Wharf Investors's 13F filing for Q3 2013, filed 5 Nov 2013.