Winslow Evans & Crocker’s VanEck Short Muni ETF SMB Stock Holding History

Winslow Evans & Crocker’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 Q4	$25K	Hold	1,400	–	–	﹤0.01%	743
2020 Q3	$25K	Buy	+1,400	New	+$25.3K	0.01%	584

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

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

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

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

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

CCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

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

Winslow Evans & Crocker's SMB Position: Q4 2020 in Review

Winslow Evans & Crocker held its VanEck Short Muni ETF (SMB) position steady in Q4 2020 at 1,400 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Winslow Evans & Crocker first reported a position in SMB in Q3 2020 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold SMB as of Q4 2020.

Winslow Evans & Crocker held 1,400 shares of VanEck Short Muni ETF worth $25K as of Q4 2020.
Winslow Evans & Crocker left its VanEck Short Muni ETF share count unchanged in Q4 2020.
VanEck Short Muni ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #743 holding.
Winslow Evans & Crocker first reported a position in VanEck Short Muni ETF in Q3 2020 and has held it in 2 quarters since.
87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.