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Palo Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Palo Capital’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
2016
Q4 		– Sell
-2,411
Closed -$272K – 134
2016
Q3 		$272K Sell
2,411
-2,411
-50% -$273K 0.19% 109
2016
Q2 		$550K Buy
+4,822
New +$543K 0.19% 107

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Palo Capital's MUB Position: Q4 2016 in Review

Palo Capital sold out of iShares National Muni Bond ETF (MUB) in Q4 2016, closing a stake of 2,411 shares — an estimated $272K sold.

Palo Capital first reported a position in MUB in Q2 2016 and held it in 2 quarters. The position peaked at $550K in Q2 2016. 437 funds tracked by Wall St. Rank hold MUB as of Q4 2016.

  • Palo Capital reported no remaining iShares National Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Palo Capital sold 2,411 iShares National Muni Bond ETF shares in Q4 2016, an estimated $272K.
  • Palo Capital first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 2 quarters.
  • Palo Capital's iShares National Muni Bond ETF position peaked at $550K in Q2 2016.
  • 437 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2016.

Based on Palo Capital's 13F filing for Q4 2016, filed 18 Jan 2017.