American Economic Planning Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

American Economic Planning Group’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
2019 Q3	$3.1M	Buy	61,727 +7,198	+13%	+$363K	0.85%	13
2019 Q2	$2.71M	Sell	54,529 -418	-0.8%	-$20.6K	0.82%	13
2019 Q1	$2.68M	Sell	54,947 -159,754	-74%	-$7.66M	0.84%	12
2018 Q4	$10.2M	Buy	+214,701	New	+$10M	3.3%	8
2018 Q3	–	Sell	-13,692	Closed	-$645K	–	73
2018 Q2	$645K	Sell	13,692 -446	-3%	-$20.9K	0.24%	34
2018 Q1	$665K	Hold	14,138	–	–	0.24%	40
2017 Q4	$681K	Buy	14,138 +2,077	+17%	+$100K	0.25%	36
2017 Q3	$580K	Buy	12,061 +804	+7%	+$38.8K	0.22%	36
2017 Q2	$539K	Buy	+11,257	New	+$537K	0.21%	35

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAM

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

American Economic Planning Group's ITM Position: Q3 2019 in Review

American Economic Planning Group increased its VanEck Intermediate Muni ETF (ITM) stake by 13% in Q3 2019, buying an estimated $363K and bringing the position to 61,727 shares worth $3.1M. The position accounts for 0.85% of the portfolio, ranked #13.

American Economic Planning Group first reported a position in ITM in Q2 2017 and has held it in 9 quarters since. The position peaked at $10.2M in Q4 2018. 144 funds tracked by Wall St. Rank hold ITM as of Q3 2019.

American Economic Planning Group held 61,727 shares of VanEck Intermediate Muni ETF worth $3.1M as of Q3 2019.
American Economic Planning Group bought 7,198 VanEck Intermediate Muni ETF shares in Q3 2019, an estimated $363K.
VanEck Intermediate Muni ETF made up 0.85% of American Economic Planning Group's portfolio in Q3 2019, its #13 holding.
American Economic Planning Group first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and has held it in 9 quarters since.
American Economic Planning Group's VanEck Intermediate Muni ETF position peaked at $10.2M in Q4 2018.
144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.