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

RWA 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
2018
Q1 		– Sell
-10,696
Closed -$184K – 600
2017
Q4 		$184K Hold
10,696
– – 0.02% 229
2017
Q3 		$188K Sell
10,696
-2,399
-18% -$42.2K 0.02% 232
2017
Q2 		$229K Hold
13,095
– – 0.03% 175
2017
Q1 		$229K Buy
+13,095
New +$228K 0.03% 172

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

RWA Wealth Partners's SMB Position: Q1 2018 in Review

RWA Wealth Partners sold out of VanEck Short Muni ETF (SMB) in Q1 2018, closing a stake of 10,696 shares — an estimated $184K sold.

RWA Wealth Partners first reported a position in SMB in Q1 2017 and held it in 4 quarters. The position peaked at $229K in Q2 2017. 72 funds tracked by Wall St. Rank hold SMB as of Q1 2018.

  • RWA Wealth Partners reported no remaining VanEck Short Muni ETF position as of Q1 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 10,696 VanEck Short Muni ETF shares in Q1 2018, an estimated $184K.
  • RWA Wealth Partners first reported a position in VanEck Short Muni ETF in Q1 2017 and held it in 4 quarters.
  • RWA Wealth Partners's VanEck Short Muni ETF position peaked at $229K in Q2 2017.
  • 72 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2018.

Based on RWA Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.