STALEY CAPITAL ADVISERS’s iShares National Muni Bond ETF MUB Stock Holding History

STALEY CAPITAL ADVISERS’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
2015 Q2	–	Sell	-2,800	Closed	-$310K	–	142
2015 Q1	$310K	Hold	2,800	–	–	0.04%	98
2014 Q4	$309K	Sell	2,800 -700	-20%	-$76.9K	0.04%	95
2014 Q3	$384K	Hold	3,500	–	–	0.05%	91
2014 Q2	$380K	Sell	3,500 -100	-3%	-$10.8K	0.05%	93
2014 Q1	$385K	Hold	3,600	–	–	0.05%	91
2013 Q4	$373K	Hold	3,600	–	–	0.05%	88
2013 Q3	$376K	Sell	3,600 -500	-12%	-$51.6K	0.06%	80
2013 Q2	$431K	Buy	+4,100	New	+$449K	0.07%	76

Other funds holding MUB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

STALEY CAPITAL ADVISERS's MUB Position: Q2 2015 in Review

STALEY CAPITAL ADVISERS sold out of iShares National Muni Bond ETF (MUB) in Q2 2015, closing a stake of 2,800 shares — an estimated $310K sold.

STALEY CAPITAL ADVISERS first reported a position in MUB in Q2 2013 and held it in 8 quarters. The position peaked at $431K in Q2 2013. 289 funds tracked by Wall St. Rank hold MUB as of Q2 2015.

STALEY CAPITAL ADVISERS reported no remaining iShares National Muni Bond ETF position as of Q2 2015 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 2,800 iShares National Muni Bond ETF shares in Q2 2015, an estimated $310K.
STALEY CAPITAL ADVISERS first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 8 quarters.
STALEY CAPITAL ADVISERS's iShares National Muni Bond ETF position peaked at $431K in Q2 2013.
289 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2015.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2015, filed 11 Aug 2015.