MYCIO Wealth Partners’s First Trust Managed Municipal ETF FMB Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-372	Closed	-$21K	–	150
2019 Q4	$21K	Buy	+372	New	+$20.6K	﹤0.01%	432

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

MYCIO Wealth Partners's FMB Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of First Trust Managed Municipal ETF (FMB) in Q1 2020, closing a stake of 372 shares — an estimated $21K sold.

MYCIO Wealth Partners first reported a position in FMB in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 192 funds tracked by Wall St. Rank hold FMB as of Q1 2020.

MYCIO Wealth Partners reported no remaining First Trust Managed Municipal ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 372 First Trust Managed Municipal ETF shares in Q1 2020, an estimated $21K.
MYCIO Wealth Partners first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 1 quarter.
MYCIO Wealth Partners's First Trust Managed Municipal ETF position peaked at $21K in Q4 2019.
192 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.