Arden Trust’s VanEck Intermediate Muni ETF ITM Stock Holding History

Arden Trust’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
2015 Q1	–	Sell	-4,739	Closed	-$224K	–	446
2014 Q4	$224K	Hold	4,739	–	–	0.03%	317
2014 Q3	$222K	Hold	4,739	–	–	0.03%	314
2014 Q2	$220K	Hold	4,739	–	–	0.03%	305
2014 Q1	$216K	Hold	4,739	–	–	0.03%	317
2013 Q4	$209K	Hold	4,739	–	–	0.03%	304
2013 Q3	$212K	Hold	4,739	–	–	0.03%	296
2013 Q2	$209K	Buy	+4,739	New	+$220K	0.03%	297

Other funds holding ITM

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Arden Trust's ITM Position: Q1 2015 in Review

Arden Trust sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2015, closing a stake of 4,739 shares — an estimated $224K sold.

Arden Trust first reported a position in ITM in Q2 2013 and held it in 7 quarters. The position peaked at $224K in Q4 2014. 78 funds tracked by Wall St. Rank hold ITM as of Q1 2015.

Arden Trust reported no remaining VanEck Intermediate Muni ETF position as of Q1 2015 after selling out during the quarter.
Arden Trust sold 4,739 VanEck Intermediate Muni ETF shares in Q1 2015, an estimated $224K.
Arden Trust first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 7 quarters.
Arden Trust's VanEck Intermediate Muni ETF position peaked at $224K in Q4 2014.
78 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2015.

Based on Arden Trust's 13F filing for Q1 2015, filed 13 May 2015.