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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 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.