Calton & Associates’s VanEck Intermediate Muni ETF ITM Stock Holding History

Calton & Associates’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
2018 Q3	–	Sell	-12,734	Closed	-$598K	–	306
2018 Q2	$598K	Buy	12,734 +2,544	+25%	+$119K	0.17%	102
2018 Q1	$480K	Buy	10,190 +105	+1%	+$4.96K	0.14%	161
2017 Q4	$482K	Buy	+10,085	New	+$485K	0.12%	168

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Calton & Associates's ITM Position: Q3 2018 in Review

Calton & Associates sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2018, closing a stake of 12,734 shares — an estimated $598K sold.

Calton & Associates first reported a position in ITM in Q4 2017 and held it in 3 quarters. The position peaked at $598K in Q2 2018. 131 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

Calton & Associates reported no remaining VanEck Intermediate Muni ETF position as of Q3 2018 after selling out during the quarter.
Calton & Associates sold 12,734 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $598K.
Calton & Associates first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 3 quarters.
Calton & Associates's VanEck Intermediate Muni ETF position peaked at $598K in Q2 2018.
131 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on Calton & Associates's 13F filing for Q3 2018, filed 24 Oct 2018.