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Centaurus Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Centaurus Financial’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
-163
Closed -$8K – 1284
2018
Q2 		$8K Buy
+163
New +$7.65K ﹤0.01% 1632

Other funds holding ITM

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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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial's ITM Position: Q3 2018 in Review

Centaurus Financial sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2018, closing a stake of 163 shares — an estimated $8K sold.

Centaurus Financial first reported a position in ITM in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 132 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

  • Centaurus Financial reported no remaining VanEck Intermediate Muni ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 163 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $8K.
  • Centaurus Financial first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's VanEck Intermediate Muni ETF position peaked at $8K in Q2 2018.
  • 132 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.