MUFG Americas’s First Trust Managed Municipal ETF FMB Stock Holding History

MUFG Americas’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
2018 Q1	–	Sell	-900	Closed	-$48K	–	903
2017 Q4	$48K	Sell	900 -1,100	-55%	-$58.7K	﹤0.01%	572
2017 Q3	$106K	Buy	+2,000	New	+$106K	﹤0.01%	487

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

MUFG Americas's FMB Position: Q1 2018 in Review

MUFG Americas sold out of First Trust Managed Municipal ETF (FMB) in Q1 2018, closing a stake of 900 shares — an estimated $48K sold.

MUFG Americas first reported a position in FMB in Q3 2017 and held it in 2 quarters. The position peaked at $106K in Q3 2017. 72 funds tracked by Wall St. Rank hold FMB as of Q1 2018.

MUFG Americas reported no remaining First Trust Managed Municipal ETF position as of Q1 2018 after selling out during the quarter.
MUFG Americas sold 900 First Trust Managed Municipal ETF shares in Q1 2018, an estimated $48K.
MUFG Americas first reported a position in First Trust Managed Municipal ETF in Q3 2017 and held it in 2 quarters.
MUFG Americas's First Trust Managed Municipal ETF position peaked at $106K in Q3 2017.
72 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2018.

Based on MUFG Americas's 13F filing for Q1 2018, filed 7 May 2018.