Winslow Evans & Crocker’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Winslow Evans & Crocker’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 Q2	–	Sell	-126	Closed	-$4K	–	1355
2019 Q1	$4K	Hold	126	–	–	﹤0.01%	1063
2018 Q4	$4K	Hold	126	–	–	﹤0.01%	976
2018 Q3	$4K	Hold	126	–	–	﹤0.01%	985
2018 Q2	$4K	Hold	126	–	–	﹤0.01%	998
2018 Q1	$3.14K	Hold	126	–	–	﹤0.01%	966
2017 Q4	$3.33K	Hold	126	–	–	﹤0.01%	974
2017 Q3	$3.4K	Sell	126 -274	-69%	-$7.48K	﹤0.01%	980
2017 Q2	$10.8K	Hold	400	–	–	﹤0.01%	899
2017 Q1	$10.5K	Hold	400	–	–	﹤0.01%	882
2016 Q4	$10.3K	Hold	400	–	–	﹤0.01%	872
2016 Q3	$11.5K	Buy	400 +124	+45%	+$3.61K	﹤0.01%	866
2016 Q2	$8.12K	Buy	+276	New	+$7.9K	﹤0.01%	931

Other funds holding XMPT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Winslow Evans & Crocker's XMPT Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2019, closing a stake of 126 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in XMPT in Q2 2016 and held it in 12 quarters. The position peaked at $11.5K in Q3 2016. 33 funds tracked by Wall St. Rank hold XMPT as of Q2 2019.

Winslow Evans & Crocker reported no remaining VanEck CEF Muni Income ETF position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 126 VanEck CEF Muni Income ETF shares in Q2 2019, an estimated $4K.
Winslow Evans & Crocker first reported a position in VanEck CEF Muni Income ETF in Q2 2016 and held it in 12 quarters.
Winslow Evans & Crocker's VanEck CEF Muni Income ETF position peaked at $11.5K in Q3 2016.
33 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.