Morris Capital Advisors’s VanEck Short Muni ETF SMB Stock Holding History

Morris Capital Advisors’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
2019 Q4	–	Sell	-10,870	Closed	-$192K	–	71
2019 Q3	$192K	Hold	10,870	–	–	0.17%	65
2019 Q2	$192K	Hold	10,870	–	–	0.16%	64
2019 Q1	$191K	Hold	10,870	–	–	0.15%	62
2018 Q4	$188K	Hold	10,870	–	–	0.16%	63
2018 Q3	$187K	Buy	+10,870	New	+$188K	0.13%	69

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EWMCB

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

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morris Capital Advisors's SMB Position: Q4 2019 in Review

Morris Capital Advisors sold out of VanEck Short Muni ETF (SMB) in Q4 2019, closing a stake of 10,870 shares — an estimated $192K sold.

Morris Capital Advisors first reported a position in SMB in Q3 2018 and held it in 5 quarters. The position peaked at $192K in Q3 2019. 73 funds tracked by Wall St. Rank hold SMB as of Q4 2019.

Morris Capital Advisors reported no remaining VanEck Short Muni ETF position as of Q4 2019 after selling out during the quarter.
Morris Capital Advisors sold 10,870 VanEck Short Muni ETF shares in Q4 2019, an estimated $192K.
Morris Capital Advisors first reported a position in VanEck Short Muni ETF in Q3 2018 and held it in 5 quarters.
Morris Capital Advisors's VanEck Short Muni ETF position peaked at $192K in Q3 2019.
73 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2019.

Based on Morris Capital Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.