White Lighthouse Investment Management’s VanEck Short Muni ETF SMB Stock Holding History

White Lighthouse Investment 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
2020 Q1	–	Sell	-13,500	Closed	-$240K	–	125
2019 Q4	$240K	Hold	13,500	–	–	0.09%	120
2019 Q3	$239K	Hold	13,500	–	–	0.1%	120
2019 Q2	$239K	Hold	13,500	–	–	0.1%	118
2019 Q1	$237K	Hold	13,500	–	–	0.11%	107
2018 Q4	$234K	Sell	13,500 -4,000	-23%	-$68.7K	0.13%	102
2018 Q3	$300K	Sell	17,500 -5,800	-25%	-$100K	0.15%	93
2018 Q2	$402K	Hold	23,300	–	–	0.22%	75
2018 Q1	$401K	Hold	23,300	–	–	0.23%	79
2017 Q4	$402K	Buy	+23,300	New	+$406K	0.23%	82

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

White Lighthouse Investment Management's SMB Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of VanEck Short Muni ETF (SMB) in Q1 2020, closing a stake of 13,500 shares — an estimated $240K sold.

White Lighthouse Investment Management first reported a position in SMB in Q4 2017 and held it in 9 quarters. The position peaked at $402K in Q2 2018. 79 funds tracked by Wall St. Rank hold SMB as of Q1 2020.

White Lighthouse Investment Management reported no remaining VanEck Short Muni ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 13,500 VanEck Short Muni ETF shares in Q1 2020, an estimated $240K.
White Lighthouse Investment Management first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's VanEck Short Muni ETF position peaked at $402K in Q2 2018.
79 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.