Morgan Stanley
CUMB

Morgan Stanley’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

Morgan Stanley’s Portfolio CUMB Stock Details CUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-107
Closed -$3K – 6800
2017
Q4 		$3K Buy
+107
New +$2.74K ﹤0.01% 6423

Other funds holding CUMB

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AIS
Accurate Investment Solutions Seven Fields, Pennsylvania $123M AUM 9.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley's CUMB Position: Q1 2018 in Review

Morgan Stanley sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q1 2018, closing a stake of 107 shares — an estimated $3K sold.

Morgan Stanley first reported a position in CUMB in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 7 funds tracked by Wall St. Rank hold CUMB as of Q1 2018.

  • Morgan Stanley reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Morgan Stanley sold 107 Virtus Cumberland Municipal Bond ETF shares in Q1 2018, an estimated $3K.
  • Morgan Stanley first reported a position in Virtus Cumberland Municipal Bond ETF in Q4 2017 and held it in 1 quarter.
  • Morgan Stanley's Virtus Cumberland Municipal Bond ETF position peaked at $3K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q1 2018.

Based on Morgan Stanley's 13F filing for Q1 2018, filed 14 May 2018.