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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $359M AUM 23.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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.