Summit Equities Inc MUB Holdings History

Number of Shares
17,366.00
Current Holdings Value*
$1.87 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-81,766.91
% of Total Estimate Gain
-4.34%

Summit Equities Inc's iShares National Muni Bond ETF Holding Summary

As of 2018-09-30, Summit Equities Inc held 17,366.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.87 Mil. This investment constitutes 0.32% of their stock portfolio, and Summit Equities Inc now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q2. And since then Summit Equities Inc has made 2 purchases of MUB, at an average price of $108.54, for a total of 17,366.00 shares. Based on historical transaction data and MUB's current price of $103.83, Summit Equities Inc's estimated gain on his MUB holdings is $-81,766.91, reflecting a -4.34% gain to date.

Summit Equities Inc MUB ($103.83) Holding Chart

Summit Equities Inc MUB ($103.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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