SS
CUMB

Simplicity Solutions’s Virtus Cumberland Municipal Bond ETF CUMB Stock Holding History

Simplicity Solutions’s Portfolio CUMB Stock Details CUMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,076
Closed -$325K – 825
2018
Q4 		$325K Buy
+13,076
New +$321K 0.04% 426

Other funds holding CUMB

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHWM
Bay Harbor Wealth Management Hunt Valley, Maryland $386M AUM 14.53% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Simplicity Solutions's CUMB Position: Q1 2019 in Review

Simplicity Solutions sold out of Virtus Cumberland Municipal Bond ETF (CUMB) in Q1 2019, closing a stake of 13,076 shares — an estimated $325K sold.

Simplicity Solutions first reported a position in CUMB in Q4 2018 and held it in 1 quarter. The position peaked at $325K in Q4 2018. 11 funds tracked by Wall St. Rank hold CUMB as of Q1 2019.

  • Simplicity Solutions reported no remaining Virtus Cumberland Municipal Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 13,076 Virtus Cumberland Municipal Bond ETF shares in Q1 2019, an estimated $325K.
  • Simplicity Solutions first reported a position in Virtus Cumberland Municipal Bond ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's Virtus Cumberland Municipal Bond ETF position peaked at $325K in Q4 2018.
  • 11 funds tracked by Wall St. Rank held Virtus Cumberland Municipal Bond ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.