Tiemann Investment Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Tiemann Investment Advisors’s Portfolio BAB Stock Details BAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-7,080	Closed	-$206K	–	163
2016 Q4	$206K	Hold	7,080	–	–	0.2%	145
2016 Q3	$222K	Hold	7,080	–	–	0.2%	150
2016 Q2	$223K	Sell	7,080 -3,750	-35%	-$115K	0.21%	144
2016 Q1	$327K	Hold	10,830	–	–	0.32%	102
2015 Q4	$314K	Buy	+10,830	New	+$315K	0.32%	102

Other funds holding BAB

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

RJFSA

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

Tiemann Investment Advisors's BAB Position: Q1 2017 in Review

Tiemann Investment Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q1 2017, closing a stake of 7,080 shares — an estimated $206K sold.

Tiemann Investment Advisors first reported a position in BAB in Q4 2015 and held it in 5 quarters. The position peaked at $327K in Q1 2016. 115 funds tracked by Wall St. Rank hold BAB as of Q1 2017.

Tiemann Investment Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q1 2017 after selling out during the quarter.
Tiemann Investment Advisors sold 7,080 Invesco Taxable Municipal Bond ETF shares in Q1 2017, an estimated $206K.
Tiemann Investment Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q4 2015 and held it in 5 quarters.
Tiemann Investment Advisors's Invesco Taxable Municipal Bond ETF position peaked at $327K in Q1 2016.
115 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q1 2017.

Based on Tiemann Investment Advisors's 13F filing for Q1 2017, filed 11 May 2017.