Prelude Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Prelude Capital Management’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
2018 Q2	–	Sell	-18	Closed	–	–	1921
2018 Q1	$0	Sell	18 -7,892	-100%	-$136K	﹤0.01%	1699
2017 Q4	$136K	Sell	7,910 -1,429	-15%	-$24.9K	0.01%	710
2017 Q3	$164K	Buy	+9,339	New	+$164K	0.01%	713

Other funds holding SMB

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

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

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

JCM

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

EWMCB

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Prelude Capital Management's SMB Position: Q2 2018 in Review

Prelude Capital Management sold out of VanEck Short Muni ETF (SMB) in Q2 2018, closing a stake of 18 shares.

Prelude Capital Management first reported a position in SMB in Q3 2017 and held it in 3 quarters. The position peaked at $164K in Q3 2017. 66 funds tracked by Wall St. Rank hold SMB as of Q2 2018.

Prelude Capital Management reported no remaining VanEck Short Muni ETF position as of Q2 2018 after selling out during the quarter.
Prelude Capital Management sold 18 VanEck Short Muni ETF shares in Q2 2018.
Prelude Capital Management first reported a position in VanEck Short Muni ETF in Q3 2017 and held it in 3 quarters.
Prelude Capital Management's VanEck Short Muni ETF position peaked at $164K in Q3 2017.
66 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2018.

Based on Prelude Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.