RWA Wealth Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

RWA Wealth Partners’s Portfolio XMPT Stock Details XMPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,000	Closed	-$51K	–	714
2018 Q2	$51K	Hold	2,000	–	–	0.01%	409
2018 Q1	$50K	Buy	+2,000	New	+$51.2K	0.01%	339

Other funds holding XMPT

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RWA Wealth Partners's XMPT Position: Q3 2018 in Review

RWA Wealth Partners sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2018, closing a stake of 2,000 shares — an estimated $51K sold.

RWA Wealth Partners first reported a position in XMPT in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q2 2018. 33 funds tracked by Wall St. Rank hold XMPT as of Q3 2018.

RWA Wealth Partners reported no remaining VanEck CEF Muni Income ETF position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 2,000 VanEck CEF Muni Income ETF shares in Q3 2018, an estimated $51K.
RWA Wealth Partners first reported a position in VanEck CEF Muni Income ETF in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's VanEck CEF Muni Income ETF position peaked at $51K in Q2 2018.
33 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.