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Bay Colony Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Bay Colony Advisors’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
Q4 		– Sell
-6,029
Closed -$303K – 270
2019
Q3 		$303K Buy
6,029
+913
+18% +$46K 0.21% 172
2019
Q2 		$255K Buy
5,116
+916
+22% +$45.1K 0.16% 172
2019
Q1 		$205K Buy
+4,200
New +$201K 0.14% 195
2018
Q3 		– Sell
-175
Closed -$8K – 543
2018
Q2 		$8K Buy
+175
New +$8.21K 0.01% 685

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bay Colony Advisors's ITM Position: Q4 2019 in Review

Bay Colony Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2019, closing a stake of 6,029 shares — an estimated $303K sold.

Bay Colony Advisors first reported a position in ITM in Q2 2018 and held it in 4 quarters. The position peaked at $303K in Q3 2019. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2019.

  • Bay Colony Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2019 after selling out during the quarter.
  • Bay Colony Advisors sold 6,029 VanEck Intermediate Muni ETF shares in Q4 2019, an estimated $303K.
  • Bay Colony Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 4 quarters.
  • Bay Colony Advisors's VanEck Intermediate Muni ETF position peaked at $303K in Q3 2019.
  • 150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2019.

Based on Bay Colony Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.