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United Asset Strategies’s VanEck Short Muni ETF SMB Stock Holding History

United Asset Strategies’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-26,500
Closed -$467K – 147
2016
Q1 		$467K Buy
+26,500
New +$466K 0.21% 82

Other funds holding SMB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

United Asset Strategies's SMB Position: Q2 2016 in Review

United Asset Strategies sold out of VanEck Short Muni ETF (SMB) in Q2 2016, closing a stake of 26,500 shares — an estimated $467K sold.

United Asset Strategies first reported a position in SMB in Q1 2016 and held it in 1 quarter. The position peaked at $467K in Q1 2016. 52 funds tracked by Wall St. Rank hold SMB as of Q2 2016.

  • United Asset Strategies reported no remaining VanEck Short Muni ETF position as of Q2 2016 after selling out during the quarter.
  • United Asset Strategies sold 26,500 VanEck Short Muni ETF shares in Q2 2016, an estimated $467K.
  • United Asset Strategies first reported a position in VanEck Short Muni ETF in Q1 2016 and held it in 1 quarter.
  • United Asset Strategies's VanEck Short Muni ETF position peaked at $467K in Q1 2016.
  • 52 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2016.

Based on United Asset Strategies's 13F filing for Q2 2016, filed 1 Aug 2016.