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Peoples Financial Services Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Peoples Financial Services Corp’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
2014
Q3 		– Sell
-50
Closed -$5K – 336
2014
Q2 		$5K Hold
50
– – ﹤0.01% 273
2014
Q1 		$5K Hold
50
– – ﹤0.01% 265
2013
Q4 		$5K Buy
+50
New +$5.21K ﹤0.01% 276

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W
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BTS
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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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Peoples Financial Services Corp's MUB Position: Q3 2014 in Review

Peoples Financial Services Corp sold out of iShares National Muni Bond ETF (MUB) in Q3 2014, closing a stake of 50 shares — an estimated $5K sold.

Peoples Financial Services Corp first reported a position in MUB in Q4 2013 and held it in 3 quarters. The position peaked at $5K in Q2 2014. 240 funds tracked by Wall St. Rank hold MUB as of Q3 2014.

  • Peoples Financial Services Corp reported no remaining iShares National Muni Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Peoples Financial Services Corp sold 50 iShares National Muni Bond ETF shares in Q3 2014, an estimated $5K.
  • Peoples Financial Services Corp first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 3 quarters.
  • Peoples Financial Services Corp's iShares National Muni Bond ETF position peaked at $5K in Q2 2014.
  • 240 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2014.

Based on Peoples Financial Services Corp's 13F filing for Q3 2014, filed 29 Oct 2014.