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Simply Money Advisors: MUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simply Money Advisors on MUB, newest first. How the timeline and the estimate are built.

Simply Money Advisors held 139,317 MUB shares at 2018-03-31 per its 13F-HR filed 2018-04-17.

the latest 13F is the newest step

  1. period ended2018-03-31
    13F 139,317 shares
    Change vs previous 13F -4,466 shares

    2.14% of the 13F portfolio, value $15,176,000.

    13F-HR 0001580642-18-002094 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-12-31
    13F 143,783 shares
    Change vs previous 13F -28,413 shares

    2.06% of the 13F portfolio, value $15,923,000.

    13F-HR 0001580642-18-000155 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-09-30
    13F 172,196 shares
    Change vs previous 13F +17,849 shares

    2.53% of the 13F portfolio, value $19,091,000.

    13F-HR 0001580642-17-005599 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2017-06-30
    13F 154,347 shares
    Change vs previous 13F +13,096 shares

    2.32% of the 13F portfolio, value $16,997,000.

    13F-HR 0001580642-17-003938 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-03-31
    13F 141,251 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $15,389,000.

    13F-HR 0001580642-17-002433 filed by Simply Money Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).