Sterling Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sterling Capital 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 Q1	–	Sell	-39,808	Closed	-$4.31M	–	986
2016 Q4	$4.31M	Buy	+39,808	New	+$4.36M	0.04%	250
2015 Q3	–	Sell	-11,784	Closed	-$1.27M	–	1002
2015 Q2	$1.27M	Buy	+11,784	New	+$1.28M	0.01%	404
2015 Q1	–	Sell	-19,265	Closed	-$2.13M	–	934
2014 Q4	$2.13M	Buy	+19,265	New	+$2.12M	0.02%	365
2013 Q3	–	Sell	-2,157	Closed	-$227K	–	681
2013 Q2	$227K	Buy	+2,157	New	+$236K	﹤0.01%	566

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sterling Capital Management's MUB Position: Q1 2017 in Review

Sterling Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2017, closing a stake of 39,808 shares — an estimated $4.31M sold.

Sterling Capital Management first reported a position in MUB in Q2 2013 and held it in 4 quarters. The position peaked at $4.31M in Q4 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

Sterling Capital Management reported no remaining iShares National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
Sterling Capital Management sold 39,808 iShares National Muni Bond ETF shares in Q1 2017, an estimated $4.31M.
Sterling Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 4 quarters.
Sterling Capital Management's iShares National Muni Bond ETF position peaked at $4.31M in Q4 2016.
436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Sterling Capital Management's 13F filing for Q1 2017, filed 15 May 2017.