Parasol Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Parasol Investment 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
2015 Q3	–	Sell	-2,500	Closed	-$271K	–	207
2015 Q2	$271K	Hold	2,500	–	–	0.18%	56
2015 Q1	$277K	Hold	2,500	–	–	0.17%	54
2014 Q4	$276K	Hold	2,500	–	–	0.19%	53
2014 Q3	$274K	Hold	2,500	–	–	0.19%	52
2014 Q2	$272K	Hold	2,500	–	–	0.19%	48
2014 Q1	$268K	Hold	2,500	–	–	0.19%	28
2013 Q4	$259K	Sell	2,500 -2,000	-44%	-$209K	0.17%	23
2013 Q3	$470K	Buy	+4,500	New	+$465K	0.36%	18

Other funds holding MUB

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

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

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

Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return

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

Parasol Investment Management's MUB Position: Q3 2015 in Review

Parasol Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2015, closing a stake of 2,500 shares — an estimated $271K sold.

Parasol Investment Management first reported a position in MUB in Q3 2013 and held it in 8 quarters. The position peaked at $470K in Q3 2013. 296 funds tracked by Wall St. Rank hold MUB as of Q3 2015.

Parasol Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
Parasol Investment Management sold 2,500 iShares National Muni Bond ETF shares in Q3 2015, an estimated $271K.
Parasol Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2013 and held it in 8 quarters.
Parasol Investment Management's iShares National Muni Bond ETF position peaked at $470K in Q3 2013.
296 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.