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National Planning Corporation’s iShares National Muni Bond ETF MUB Stock Holding History

National Planning Corporation’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20,126
Closed -$2.23M – 397
2017
Q3 		$2.23M Sell
20,126
-509
-2% -$56.5K 0.19% 118
2017
Q2 		$2.27M Sell
20,635
-3,818
-16% -$420K 0.17% 141
2017
Q1 		$2.66M Buy
24,453
+17,883
+272% +$1.94M 0.2% 112
2016
Q4 		$711K Sell
6,570
-55,581
-89% -$6.09M 0.06% 292
2016
Q3 		$6.92M Sell
62,151
-1,834
-3% -$208K 0.55% 37
2016
Q2 		$7.24M Buy
63,985
+33,491
+110% +$3.77M 0.56% 38
2016
Q1 		$3.43M Buy
30,494
+24,781
+434% +$2.76M 0.3% 74
2015
Q4 		$638K Sell
5,713
-1,243
-18% -$136K 0.05% 340
2015
Q3 		$760K Buy
+6,956
New +$757K 0.07% 264
2015
Q1 		– Sell
-1,907
Closed -$211K – 1519
2014
Q4 		$211K Sell
1,907
-161
-8% -$17.7K 0.02% 649
2014
Q3 		$227K Sell
2,068
-19
-0.9% -$2.07K 0.02% 631
2014
Q2 		$227K Buy
2,087
+22
+1% +$2.38K 0.02% 639
2014
Q1 		$220K Buy
+2,065
New +$219K 0.02% 619

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

National Planning Corporation's MUB Position: Q4 2017 in Review

National Planning Corporation sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 20,126 shares — an estimated $2.23M sold.

National Planning Corporation first reported a position in MUB in Q1 2014 and held it in 13 quarters. The position peaked at $7.24M in Q2 2016. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

  • National Planning Corporation reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 20,126 iShares National Muni Bond ETF shares in Q4 2017, an estimated $2.23M.
  • National Planning Corporation first reported a position in iShares National Muni Bond ETF in Q1 2014 and held it in 13 quarters.
  • National Planning Corporation's iShares National Muni Bond ETF position peaked at $7.24M in Q2 2016.
  • 524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.