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South Texas Money Management’s iShares National Muni Bond ETF MUB Stock Holding History

South Texas Money 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
-2,569
Closed -$283K – 214
2017
Q2 		$283K Buy
+2,569
New +$282K 0.01% 174

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
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

South Texas Money Management's MUB Position: Q3 2017 in Review

South Texas Money Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2017, closing a stake of 2,569 shares — an estimated $283K sold.

South Texas Money Management first reported a position in MUB in Q2 2017 and held it in 1 quarter. The position peaked at $283K in Q2 2017. 446 funds tracked by Wall St. Rank hold MUB as of Q3 2017.

  • South Texas Money Management reported no remaining iShares National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • South Texas Money Management sold 2,569 iShares National Muni Bond ETF shares in Q3 2017, an estimated $283K.
  • South Texas Money Management first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • South Texas Money Management's iShares National Muni Bond ETF position peaked at $283K in Q2 2017.
  • 446 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2017.

Based on South Texas Money Management's 13F filing for Q3 2017, filed 14 Nov 2017.