WEC
MUB icon

Winslow Evans & Crocker’s iShares National Muni Bond ETF MUB Stock Holding History

Winslow Evans & Crocker’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-975
Closed -$101K – 1356
2013
Q4 		$101K Buy
+975
New +$102K 0.03% 370

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Winslow Evans & Crocker's MUB Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of iShares National Muni Bond ETF (MUB) in Q1 2014, closing a stake of 975 shares — an estimated $101K sold.

Winslow Evans & Crocker first reported a position in MUB in Q4 2013 and held it in 1 quarter. The position peaked at $101K in Q4 2013. 233 funds tracked by Wall St. Rank hold MUB as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining iShares National Muni Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 975 iShares National Muni Bond ETF shares in Q1 2014, an estimated $101K.
  • Winslow Evans & Crocker first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's iShares National Muni Bond ETF position peaked at $101K in Q4 2013.
  • 233 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.