Steward Partners Investment Advisory’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Steward Partners Investment Advisory’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
2017 Q4	–	Sell	-100	Closed	-$2K	–	1959
2017 Q3	$2K	Sell	100 -200	-67%	-$5.46K	﹤0.01%	1532
2017 Q2	$8K	Buy	300 +200	+200%	+$5.35K	﹤0.01%	1118
2017 Q1	$2K	Buy	+100	New	+$2.61K	﹤0.01%	1337

Other funds holding XMPT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Steward Partners Investment Advisory's XMPT Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in XMPT in Q1 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2017. 27 funds tracked by Wall St. Rank hold XMPT as of Q4 2017.

Steward Partners Investment Advisory reported no remaining VanEck CEF Muni Income ETF position as of Q4 2017 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 VanEck CEF Muni Income ETF shares in Q4 2017, an estimated $2K.
Steward Partners Investment Advisory first reported a position in VanEck CEF Muni Income ETF in Q1 2017 and held it in 3 quarters.
Steward Partners Investment Advisory's VanEck CEF Muni Income ETF position peaked at $8K in Q2 2017.
27 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.