Avantax Planning Partners’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History

Avantax Planning Partners’s Portfolio VMM Stock Details VMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-900	Closed	-$11K	–	1321
2018 Q3	$11K	Buy	+900	New	+$11.1K	﹤0.01%	865
2018 Q2	–	Sell	-900	Closed	-$11K	–	1652
2018 Q1	$11K	Buy	+900	New	+$11.7K	﹤0.01%	1027

Other funds holding VMM

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's VMM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Delaware Investments Minnesota Municipal Income Fund II (VMM) in Q4 2018, closing a stake of 900 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in VMM in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 32 funds tracked by Wall St. Rank hold VMM as of Q4 2018.

Avantax Planning Partners reported no remaining Delaware Investments Minnesota Municipal Income Fund II position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 900 Delaware Investments Minnesota Municipal Income Fund II shares in Q4 2018, an estimated $11K.
Avantax Planning Partners first reported a position in Delaware Investments Minnesota Municipal Income Fund II in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Delaware Investments Minnesota Municipal Income Fund II position peaked at $11K in Q3 2018.
32 funds tracked by Wall St. Rank held Delaware Investments Minnesota Municipal Income Fund II as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.