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Shikiar Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Shikiar Asset Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,338
Closed -$257K – 109
2017
Q2 		$257K Buy
+2,338
New +$257K 0.11% 88

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shikiar Asset Management's MUB Position: Q3 2017 in Review

Shikiar Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 2,338 shares — an estimated $257K sold.

Shikiar Asset Management first reported a position in MUB in Q2 2017 and held it in 1 quarter. The position peaked at $257K in Q2 2017. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • Shikiar Asset Management reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 2,338 iShares National Muni Bond ETF shares in Q3 2017, an estimated $257K.
  • Shikiar Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • Shikiar Asset Management's iShares National Muni Bond ETF position peaked at $257K in Q2 2017.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on Shikiar Asset Management's 13F filing for Q3 2017, filed 20 Oct 2017.