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Marcum Wealth’s VanEck Long Muni ETF MLN Stock Holding History

Marcum 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
2020
Q3 		– Sell
-271,978
Closed -$5.75M – 127
2020
Q2 		$5.75M Buy
+271,978
New +$5.58M 1.77% 14

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Marcum Wealth's MLN Position: Q3 2020 in Review

Marcum Wealth sold out of VanEck Long Muni ETF (MLN) in Q3 2020, closing a stake of 271,978 shares — an estimated $5.75M sold.

Marcum Wealth first reported a position in MLN in Q2 2020 and held it in 1 quarter. The position peaked at $5.75M in Q2 2020. 53 funds tracked by Wall St. Rank hold MLN as of Q3 2020.

  • Marcum Wealth reported no remaining VanEck Long Muni ETF position as of Q3 2020 after selling out during the quarter.
  • Marcum Wealth sold 271,978 VanEck Long Muni ETF shares in Q3 2020, an estimated $5.75M.
  • Marcum Wealth first reported a position in VanEck Long Muni ETF in Q2 2020 and held it in 1 quarter.
  • Marcum Wealth's VanEck Long Muni ETF position peaked at $5.75M in Q2 2020.
  • 53 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2020.

Based on Marcum Wealth's 13F filing for Q3 2020, filed 9 Nov 2020.