Pasadena Private Wealth
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Pasadena Private Wealth’s VanEck Short Muni ETF SMB Stock Holding History

Pasadena Private Wealth’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-33,526
Closed -$580K – 52
2018
Q4 		$580K Buy
+33,526
New +$576K 0.78% 13

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EisnerAmper Wealth Management Corporate Benefits
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Janney Capital Management
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Cardan Capital Partners
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Pasadena Private Wealth's SMB Position: Q1 2019 in Review

Pasadena Private Wealth sold out of VanEck Short Muni ETF (SMB) in Q1 2019, closing a stake of 33,526 shares — an estimated $580K sold.

Pasadena Private Wealth first reported a position in SMB in Q4 2018 and held it in 1 quarter. The position peaked at $580K in Q4 2018. 76 funds tracked by Wall St. Rank hold SMB as of Q1 2019.

  • Pasadena Private Wealth reported no remaining VanEck Short Muni ETF position as of Q1 2019 after selling out during the quarter.
  • Pasadena Private Wealth sold 33,526 VanEck Short Muni ETF shares in Q1 2019, an estimated $580K.
  • Pasadena Private Wealth first reported a position in VanEck Short Muni ETF in Q4 2018 and held it in 1 quarter.
  • Pasadena Private Wealth's VanEck Short Muni ETF position peaked at $580K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2019.

Based on Pasadena Private Wealth's 13F filing for Q1 2019, filed 10 May 2019.