Moloney Securities Asset Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Moloney Securities Asset Management’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,799	Closed	-$797K	–	326
2019 Q1	$797K	Buy	14,799 +2,263	+18%	+$120K	0.28%	116
2018 Q4	$660K	Buy	12,536 +708	+6%	+$36.9K	0.27%	111
2018 Q3	$618K	Buy	+11,828	New	+$623K	0.21%	130

Other funds holding FMB

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJA

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Moloney Securities Asset Management's FMB Position: Q2 2019 in Review

Moloney Securities Asset Management sold out of First Trust Managed Municipal ETF (FMB) in Q2 2019, closing a stake of 14,799 shares — an estimated $797K sold.

Moloney Securities Asset Management first reported a position in FMB in Q3 2018 and held it in 3 quarters. The position peaked at $797K in Q1 2019. 123 funds tracked by Wall St. Rank hold FMB as of Q2 2019.

Moloney Securities Asset Management reported no remaining First Trust Managed Municipal ETF position as of Q2 2019 after selling out during the quarter.
Moloney Securities Asset Management sold 14,799 First Trust Managed Municipal ETF shares in Q2 2019, an estimated $797K.
Moloney Securities Asset Management first reported a position in First Trust Managed Municipal ETF in Q3 2018 and held it in 3 quarters.
Moloney Securities Asset Management's First Trust Managed Municipal ETF position peaked at $797K in Q1 2019.
123 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q2 2019.

Based on Moloney Securities Asset Management's 13F filing for Q2 2019, filed 29 Jul 2019.