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

Anchor 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
2016
Q4 		– Sell
-378
Closed -$18.6K – 682
2016
Q3 		$18.6K Hold
378
– – 0.01% 454
2016
Q2 		$18.8K Buy
378
+200
+112% +$9.79K 0.01% 449
2016
Q1 		$8.6K Buy
+178
New +$8.62K ﹤0.01% 508

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Anchor Investment Management's ITM Position: Q4 2016 in Review

Anchor Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2016, closing a stake of 378 shares — an estimated $18.6K sold.

Anchor Investment Management first reported a position in ITM in Q1 2016 and held it in 3 quarters. The position peaked at $18.8K in Q2 2016. 125 funds tracked by Wall St. Rank hold ITM as of Q4 2016.

  • Anchor Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2016 after selling out during the quarter.
  • Anchor Investment Management sold 378 VanEck Intermediate Muni ETF shares in Q4 2016, an estimated $18.6K.
  • Anchor Investment Management first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 3 quarters.
  • Anchor Investment Management's VanEck Intermediate Muni ETF position peaked at $18.8K in Q2 2016.
  • 125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2016.

Based on Anchor Investment Management's 13F filing for Q4 2016, filed 3 Jan 2024.