Valmark Advisers’s ISHARES TR 2014 AMT-FREE MUN TERM ETF MUAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-4,214
Closed -$216K 55
2014
Q2
$216K Buy
+4,214
New +$216K 0.01% 52

Valmark Advisers's MUAC Position: Q3 2014 in Review

Valmark Advisers sold out of ISHARES TR 2014 AMT-FREE MUN TERM ETF (MUAC) in Q3 2014, closing a stake of 4,214 shares — an estimated $216K sold.

Valmark Advisers first reported a position in MUAC in Q2 2014 and held it in 1 quarter. The position peaked at $216K in Q2 2014. 0 funds tracked by Wall St. Rank hold MUAC as of Q3 2014.

  • Valmark Advisers reported no remaining ISHARES TR 2014 AMT-FREE MUN TERM ETF position as of Q3 2014 after selling out during the quarter.
  • Valmark Advisers sold 4,214 ISHARES TR 2014 AMT-FREE MUN TERM ETF shares in Q3 2014, an estimated $216K.
  • Valmark Advisers first reported a position in ISHARES TR 2014 AMT-FREE MUN TERM ETF in Q2 2014 and held it in 1 quarter.
  • Valmark Advisers's ISHARES TR 2014 AMT-FREE MUN TERM ETF position peaked at $216K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES TR 2014 AMT-FREE MUN TERM ETF as of Q3 2014.

Based on Valmark Advisers's 13F filing for Q3 2014, filed 6 Nov 2014.