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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