Acorn Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Acorn Wealth Advisors’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,176	Closed	-$55K	–	283
2018 Q2	$55K	Buy	1,176 +4	+0.3%	+$188	0.05%	259
2018 Q1	$55K	Buy	1,172 +7	+0.6%	+$330	0.05%	252
2017 Q4	$56K	Buy	+1,165	New	+$56.1K	0.05%	240

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Wealth Advisors's ITM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2018, closing a stake of 1,176 shares — an estimated $55K sold.

Acorn Wealth Advisors first reported a position in ITM in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q4 2017. 131 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

Acorn Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,176 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $55K.
Acorn Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $56K in Q4 2017.
131 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.