Oxford Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Oxford Asset Management’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
2018 Q4	–	Sell	-4,047	Closed	-$437K	–	1970
2018 Q3	$437K	Sell	4,047 -2,409	-37%	-$262K	0.01%	1355
2018 Q2	$704K	Buy	6,456 +883	+16%	+$95.8K	0.01%	1206
2018 Q1	$607K	Buy	+5,573	New	+$608K	0.01%	1167
2017 Q4	–	Sell	-4,669	Closed	-$518K	–	1779
2017 Q3	$518K	Buy	+4,669	New	+$518K	0.01%	1184

Other funds holding MUB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Oxford Asset Management's MUB Position: Q4 2018 in Review

Oxford Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 4,047 shares — an estimated $437K sold.

Oxford Asset Management first reported a position in MUB in Q3 2017 and held it in 4 quarters. The position peaked at $704K in Q2 2018. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

Oxford Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
Oxford Asset Management sold 4,047 iShares National Muni Bond ETF shares in Q4 2018, an estimated $437K.
Oxford Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2017 and held it in 4 quarters.
Oxford Asset Management's iShares National Muni Bond ETF position peaked at $704K in Q2 2018.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on Oxford Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.