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XMPT icon

WealthOne’s VanEck CEF Muni Income ETF XMPT Stock Holding History

WealthOne’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-41
Closed -$1K – 566
2018
Q4 		$1K Buy
+41
New +$978 ﹤0.01% 588

Other funds holding XMPT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

WealthOne's XMPT Position: Q1 2019 in Review

WealthOne sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2019, closing a stake of 41 shares — an estimated $1K sold.

WealthOne first reported a position in XMPT in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 36 funds tracked by Wall St. Rank hold XMPT as of Q1 2019.

  • WealthOne reported no remaining VanEck CEF Muni Income ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 41 VanEck CEF Muni Income ETF shares in Q1 2019, an estimated $1K.
  • WealthOne first reported a position in VanEck CEF Muni Income ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's VanEck CEF Muni Income ETF position peaked at $1K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.