Braver Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Braver Wealth Management’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
2016 Q4	$348K	Sell	7,500 -1	-0%	-$47	0.06%	128
2016 Q3	$369K	Sell	7,501 -2,167	-22%	-$107K	0.06%	117
2016 Q2	$480K	Buy	+9,668	New	+$473K	0.08%	100
2016 Q1	–	Sell	-68,110	Closed	-$3.27M	–	155
2015 Q4	$3.27M	Buy	68,110 +763	+1%	+$36.2K	0.67%	35
2015 Q3	$3.18M	Buy	67,347 +12,903	+24%	+$602K	0.79%	33
2015 Q2	$2.53M	Buy	+54,444	New	+$2.55M	0.61%	34

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

RJA

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Braver Wealth Management's ITM Position: Q4 2016 in Review

Braver Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.01% in Q4 2016, selling an estimated $47 and leaving 7,500 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #128.

Braver Wealth Management first reported a position in ITM in Q2 2015 and has held it in 6 quarters since. The position peaked at $3.27M in Q4 2015. 125 funds tracked by Wall St. Rank hold ITM as of Q4 2016.

Braver Wealth Management held 7,500 shares of VanEck Intermediate Muni ETF worth $348K as of Q4 2016.
Braver Wealth Management sold 1 VanEck Intermediate Muni ETF share in Q4 2016, an estimated $47.
VanEck Intermediate Muni ETF made up 0.06% of Braver Wealth Management's portfolio in Q4 2016, its #128 holding.
Braver Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2015 and has held it in 6 quarters since.
Braver Wealth Management's VanEck Intermediate Muni ETF position peaked at $3.27M in Q4 2015.
125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.