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Telemus Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Telemus Capital’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-71,260
Closed -$7.49M – 352
2016
Q4 		$7.49M Buy
+71,260
New +$7.51M 1.02% 16

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Telemus Capital's SUB Position: Q1 2017 in Review

Telemus Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2017, closing a stake of 71,260 shares — an estimated $7.49M sold.

Telemus Capital first reported a position in SUB in Q4 2016 and held it in 1 quarter. The position peaked at $7.49M in Q4 2016. 178 funds tracked by Wall St. Rank hold SUB as of Q1 2017.

  • Telemus Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Telemus Capital sold 71,260 iShares Short-Term National Muni Bond ETF shares in Q1 2017, an estimated $7.49M.
  • Telemus Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Telemus Capital's iShares Short-Term National Muni Bond ETF position peaked at $7.49M in Q4 2016.
  • 178 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2017.

Based on Telemus Capital's 13F filing for Q1 2017, filed 18 Apr 2017.