MassMutual Private Wealth & Trust’s VanEck Long Muni ETF MLN Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q1	–	Sell	-13,857	Closed	-$242K	–	1857
2022 Q4	$242K	Sell	13,857 -343	-2%	-$5.87K	0.01%	331
2022 Q3	$236K	Sell	14,200 -14,557	-51%	-$260K	0.01%	318
2022 Q2	$508K	Buy	28,757 +2,026	+8%	+$36.8K	0.02%	265
2022 Q1	$518K	Buy	26,731 +202	+0.8%	+$4.14K	0.02%	276
2021 Q4	$574K	Buy	+26,529	New	+$572K	0.02%	280
2018 Q1	–	Sell	-160,355	Closed	-$3.26M	–	1044
2017 Q4	$3.26M	Buy	+160,355	New	+$3.23M	0.27%	94

Other funds holding MLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's MLN Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of VanEck Long Muni ETF (MLN) in Q1 2023, closing a stake of 13,857 shares — an estimated $242K sold.

MassMutual Private Wealth & Trust first reported a position in MLN in Q4 2017 and held it in 6 quarters. The position peaked at $3.26M in Q4 2017. 77 funds tracked by Wall St. Rank hold MLN as of Q1 2023.

MassMutual Private Wealth & Trust reported no remaining VanEck Long Muni ETF position as of Q1 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 13,857 VanEck Long Muni ETF shares in Q1 2023, an estimated $242K.
MassMutual Private Wealth & Trust first reported a position in VanEck Long Muni ETF in Q4 2017 and held it in 6 quarters.
MassMutual Private Wealth & Trust's VanEck Long Muni ETF position peaked at $3.26M in Q4 2017.
77 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.