Advantage Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Advantage Investment Management’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 Q4	–	Sell	-1,137	Closed	-$53K	–	1029
2018 Q3	$53K	Hold	1,137	–	–	0.03%	380
2018 Q2	$54K	Sell	1,137 -23	-2%	-$1.08K	0.04%	354
2018 Q1	$55K	Sell	1,160 -138	-11%	-$6.51K	0.02%	365
2017 Q4	$62K	Hold	1,298	–	–	0.02%	365
2017 Q3	$62K	Hold	1,298	–	–	0.02%	356
2017 Q2	$62K	Sell	1,298 -314	-19%	-$15K	0.02%	320
2017 Q1	$76K	Buy	1,612 +36	+2%	+$1.68K	0.03%	265
2016 Q4	$73K	Buy	1,576 +293	+23%	+$13.9K	0.03%	264
2016 Q3	$63K	Buy	1,283 +44	+4%	+$2.17K	0.02%	286
2016 Q2	$62K	Buy	+1,239	New	+$60.7K	0.03%	306

Other funds holding ITM

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

CAM

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

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

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

OAM

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

BTS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Advantage Investment Management's ITM Position: Q4 2018 in Review

Advantage Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2018, closing a stake of 1,137 shares — an estimated $53K sold.

Advantage Investment Management first reported a position in ITM in Q2 2016 and held it in 10 quarters. The position peaked at $76K in Q1 2017. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

Advantage Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 1,137 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $53K.
Advantage Investment Management first reported a position in VanEck Intermediate Muni ETF in Q2 2016 and held it in 10 quarters.
Advantage Investment Management's VanEck Intermediate Muni ETF position peaked at $76K in Q1 2017.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.