Mather Group’s VanEck Short Muni ETF SMB Stock Holding History

Mather Group’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-86,801	Closed	-$1.52M	–	39
2017 Q3	$1.52M	Buy	86,801 +92	+0.1%	+$1.62K	0.19%	28
2017 Q2	$1.51M	Sell	86,709 -1,713	-2%	-$30K	0.2%	29
2017 Q1	$1.54M	Sell	88,422 -2,353	-3%	-$40.9K	0.23%	29
2016 Q4	$1.57M	Buy	+90,775	New	+$1.58M	0.28%	24

Other funds holding SMB

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

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

Mather Group's SMB Position: Q4 2017 in Review

Mather Group sold out of VanEck Short Muni ETF (SMB) in Q4 2017, closing a stake of 86,801 shares — an estimated $1.52M sold.

Mather Group first reported a position in SMB in Q4 2016 and held it in 4 quarters. The position peaked at $1.57M in Q4 2016. 77 funds tracked by Wall St. Rank hold SMB as of Q4 2017.

Mather Group reported no remaining VanEck Short Muni ETF position as of Q4 2017 after selling out during the quarter.
Mather Group sold 86,801 VanEck Short Muni ETF shares in Q4 2017, an estimated $1.52M.
Mather Group first reported a position in VanEck Short Muni ETF in Q4 2016 and held it in 4 quarters.
Mather Group's VanEck Short Muni ETF position peaked at $1.57M in Q4 2016.
77 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2017.

Based on Mather Group's 13F filing for Q4 2017, filed 18 Jan 2018.