CPIG
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Chicago Partners Investment Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Chicago Partners Investment Group’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
2017
Q1 		– Sell
-841
Closed -$39K – 568
2016
Q4 		$39K Buy
+841
New +$39.8K 0.01% 323

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Chicago Partners Investment Group's ITM Position: Q1 2017 in Review

Chicago Partners Investment Group sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2017, closing a stake of 841 shares — an estimated $39K sold.

Chicago Partners Investment Group first reported a position in ITM in Q4 2016 and held it in 1 quarter. The position peaked at $39K in Q4 2016. 122 funds tracked by Wall St. Rank hold ITM as of Q1 2017.

  • Chicago Partners Investment Group reported no remaining VanEck Intermediate Muni ETF position as of Q1 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 841 VanEck Intermediate Muni ETF shares in Q1 2017, an estimated $39K.
  • Chicago Partners Investment Group first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 1 quarter.
  • Chicago Partners Investment Group's VanEck Intermediate Muni ETF position peaked at $39K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2017.

Based on Chicago Partners Investment Group's 13F filing for Q1 2017, filed 11 May 2017.