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Mountain Capital Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mountain Capital Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-444
Closed -$47K – 374
2017
Q3 		$47K Hold
444
– – 0.04% 124
2017
Q2 		$47K Buy
+444
New +$47K 0.05% 139

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return

Mountain Capital Investment Advisors's SUB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2017, closing a stake of 444 shares — an estimated $47K sold.

Mountain Capital Investment Advisors first reported a position in SUB in Q2 2017 and held it in 2 quarters. The position peaked at $47K in Q3 2017. 215 funds tracked by Wall St. Rank hold SUB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 444 iShares Short-Term National Muni Bond ETF shares in Q4 2017, an estimated $47K.
  • Mountain Capital Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $47K in Q3 2017.
  • 215 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.