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BHF RG Capital’s VanEck Intermediate Muni ETF ITM Stock Holding History

BHF RG Capital’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
2021
Q1 		– Sell
-22,233
Closed -$1.16M – 38
2020
Q4 		$1.16M Sell
22,233
-1,155
-5% -$59.5K 0.87% 19
2020
Q3 		$1.2M Sell
23,388
-6,737
-22% -$347K 1.01% 18
2020
Q2 		$1.53M Buy
+30,125
New +$1.5M 1.46% 21

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BHF RG Capital's ITM Position: Q1 2021 in Review

BHF RG Capital sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2021, closing a stake of 22,233 shares — an estimated $1.16M sold.

BHF RG Capital first reported a position in ITM in Q2 2020 and held it in 3 quarters. The position peaked at $1.53M in Q2 2020. 177 funds tracked by Wall St. Rank hold ITM as of Q1 2021.

  • BHF RG Capital reported no remaining VanEck Intermediate Muni ETF position as of Q1 2021 after selling out during the quarter.
  • BHF RG Capital sold 22,233 VanEck Intermediate Muni ETF shares in Q1 2021, an estimated $1.16M.
  • BHF RG Capital first reported a position in VanEck Intermediate Muni ETF in Q2 2020 and held it in 3 quarters.
  • BHF RG Capital's VanEck Intermediate Muni ETF position peaked at $1.53M in Q2 2020.
  • 177 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2021.

Based on BHF RG Capital's 13F filing for Q1 2021, filed 4 May 2021.