Wealthcare Capital Management’s VanEck Short Muni ETF SMB Stock Holding History

Wealthcare Capital Management’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
2014 Q4	–	Sell	-260	Closed	-$5K	–	252
2014 Q3	$5K	Buy	+260	New	+$4.58K	﹤0.01%	212

Other funds holding SMB

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

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Wealthcare Capital Management's SMB Position: Q4 2014 in Review

Wealthcare Capital Management sold out of VanEck Short Muni ETF (SMB) in Q4 2014, closing a stake of 260 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in SMB in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 51 funds tracked by Wall St. Rank hold SMB as of Q4 2014.

Wealthcare Capital Management reported no remaining VanEck Short Muni ETF position as of Q4 2014 after selling out during the quarter.
Wealthcare Capital Management sold 260 VanEck Short Muni ETF shares in Q4 2014, an estimated $5K.
Wealthcare Capital Management first reported a position in VanEck Short Muni ETF in Q3 2014 and held it in 1 quarter.
Wealthcare Capital Management's VanEck Short Muni ETF position peaked at $5K in Q3 2014.
51 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.