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

BT 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
2020
Q3 		– Sell
-9,006
Closed -$459K – 61
2020
Q2 		$459K Hold
9,006
– – 0.23% 34
2020
Q1 		$442K Buy
+9,006
New +$451K 0.25% 33

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BT Wealth Management's ITM Position: Q3 2020 in Review

BT Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2020, closing a stake of 9,006 shares — an estimated $459K sold.

BT Wealth Management first reported a position in ITM in Q1 2020 and held it in 2 quarters. The position peaked at $459K in Q2 2020. 166 funds tracked by Wall St. Rank hold ITM as of Q3 2020.

  • BT Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2020 after selling out during the quarter.
  • BT Wealth Management sold 9,006 VanEck Intermediate Muni ETF shares in Q3 2020, an estimated $459K.
  • BT Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 2 quarters.
  • BT Wealth Management's VanEck Intermediate Muni ETF position peaked at $459K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2020.

Based on BT Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.