Archford Capital Strategies’s VanEck Intermediate Muni ETF ITM Stock Holding History

Archford Capital Strategies’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	-139	Closed	-$7K	–	593
2018 Q2	$7K	Hold	139	–	–	﹤0.01%	443
2018 Q1	$7K	Buy	+139	New	+$6.56K	﹤0.01%	354
2017 Q2	–	Sell	-139	Closed	-$6K	–	398
2017 Q1	$6K	Hold	139	–	–	﹤0.01%	451
2016 Q4	$6K	Hold	139	–	–	﹤0.01%	401
2016 Q3	$6K	Hold	139	–	–	﹤0.01%	404
2016 Q2	$7K	Buy	+139	New	+$6.81K	﹤0.01%	433
2016 Q1	–	Sell	-139	Closed	-$7K	–	379
2015 Q4	$7K	Hold	139	–	–	﹤0.01%	505
2015 Q3	$7K	Hold	139	–	–	0.01%	373
2015 Q2	$6K	Hold	139	–	–	﹤0.01%	357
2015 Q1	$6.59K	Hold	139	–	–	﹤0.01%	370
2014 Q4	$7K	Hold	139	–	–	0.01%	377
2014 Q3	$6K	Hold	139	–	–	﹤0.01%	387
2014 Q2	$6.44K	Hold	139	–	–	0.01%	479
2014 Q1	$6.31K	Buy	+139	New	+$6.29K	0.01%	501

Other funds holding ITM

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

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

CAM

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Archford Capital Strategies's ITM Position: Q3 2018 in Review

Archford Capital Strategies sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2018, closing a stake of 139 shares — an estimated $7K sold.

Archford Capital Strategies first reported a position in ITM in Q1 2014 and held it in 14 quarters. The position peaked at $7K in Q2 2018. 132 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

Archford Capital Strategies reported no remaining VanEck Intermediate Muni ETF position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 139 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $7K.
Archford Capital Strategies first reported a position in VanEck Intermediate Muni ETF in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's VanEck Intermediate Muni ETF position peaked at $7K in Q2 2018.
132 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.