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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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.