Personal Wealth Partners’s VanEck Short Muni ETF SMB Stock Holding History

Personal Wealth Partners’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
2020 Q4	–	Sell	-14,060	Closed	-$254K	–	72
2020 Q3	$254K	Hold	14,060	–	–	0.13%	59
2020 Q2	$253K	Hold	14,060	–	–	0.14%	54
2020 Q1	$244K	Hold	14,060	–	–	0.15%	52
2019 Q4	$250K	Buy	+14,060	New	+$250K	0.11%	56

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Personal Wealth Partners's SMB Position: Q4 2020 in Review

Personal Wealth Partners sold out of VanEck Short Muni ETF (SMB) in Q4 2020, closing a stake of 14,060 shares — an estimated $254K sold.

Personal Wealth Partners first reported a position in SMB in Q4 2019 and held it in 4 quarters. The position peaked at $254K in Q3 2020. 87 funds tracked by Wall St. Rank hold SMB as of Q4 2020.

Personal Wealth Partners reported no remaining VanEck Short Muni ETF position as of Q4 2020 after selling out during the quarter.
Personal Wealth Partners sold 14,060 VanEck Short Muni ETF shares in Q4 2020, an estimated $254K.
Personal Wealth Partners first reported a position in VanEck Short Muni ETF in Q4 2019 and held it in 4 quarters.
Personal Wealth Partners's VanEck Short Muni ETF position peaked at $254K in Q3 2020.
87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2020.

Based on Personal Wealth Partners's 13F filing for Q4 2020, filed 8 Feb 2021.