Webster Bank’s VanEck Short Muni ETF SMB Stock Holding History

Webster Bank’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
2017 Q2	–	Sell	-7,000	Closed	-$122K	–	564
2017 Q1	$122K	Hold	7,000	–	–	0.02%	263
2016 Q4	$121K	Buy	+7,000	New	+$122K	0.02%	250

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $893B AUM 36.07% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Webster Bank's SMB Position: Q2 2017 in Review

Webster Bank sold out of VanEck Short Muni ETF (SMB) in Q2 2017, closing a stake of 7,000 shares — an estimated $122K sold.

Webster Bank first reported a position in SMB in Q4 2016 and held it in 2 quarters. The position peaked at $122K in Q1 2017. 59 funds tracked by Wall St. Rank hold SMB as of Q2 2017.

Webster Bank reported no remaining VanEck Short Muni ETF position as of Q2 2017 after selling out during the quarter.
Webster Bank sold 7,000 VanEck Short Muni ETF shares in Q2 2017, an estimated $122K.
Webster Bank first reported a position in VanEck Short Muni ETF in Q4 2016 and held it in 2 quarters.
Webster Bank's VanEck Short Muni ETF position peaked at $122K in Q1 2017.
59 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2017.

Based on Webster Bank's 13F filing for Q2 2017, filed 12 Jul 2017.