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Sonora Investment Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Sonora Investment Management’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
2019
Q3 		– Sell
-735
Closed -$20K – 1830
2019
Q2 		$20K Buy
+735
New +$19.4K ﹤0.01% 880

Other funds holding XMPT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Morgan Stanley
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
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Sonora Investment Management's XMPT Position: Q3 2019 in Review

Sonora Investment Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2019, closing a stake of 735 shares — an estimated $20K sold.

Sonora Investment Management first reported a position in XMPT in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 31 funds tracked by Wall St. Rank hold XMPT as of Q3 2019.

  • Sonora Investment Management reported no remaining VanEck CEF Muni Income ETF position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 735 VanEck CEF Muni Income ETF shares in Q3 2019, an estimated $20K.
  • Sonora Investment Management first reported a position in VanEck CEF Muni Income ETF in Q2 2019 and held it in 1 quarter.
  • Sonora Investment Management's VanEck CEF Muni Income ETF position peaked at $20K in Q2 2019.
  • 31 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.