Choate Investment Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Choate Investment Advisors’s Portfolio XMPT Stock Details XMPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-181,505	Closed	-$4.74M	–	241
2019 Q1	$4.74M	Sell	181,505 -102,730	-36%	-$2.6M	0.28%	45
2018 Q4	$6.79M	Sell	284,235 -177,565	-38%	-$4.24M	0.44%	36
2018 Q3	$11.4M	Buy	461,800 +119,380	+35%	+$3.01M	0.63%	18
2018 Q2	$8.66M	Buy	342,420 +171,345	+100%	+$4.3M	0.5%	28
2018 Q1	$4.29M	Buy	171,075 +97,920	+134%	+$2.5M	0.23%	49
2017 Q4	$1.95M	Buy	+73,155	New	+$1.96M	0.1%	88

Other funds holding XMPT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Choate Investment Advisors's XMPT Position: Q2 2019 in Review

Choate Investment Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2019, closing a stake of 181,505 shares — an estimated $4.74M sold.

Choate Investment Advisors first reported a position in XMPT in Q4 2017 and held it in 6 quarters. The position peaked at $11.4M in Q3 2018. 33 funds tracked by Wall St. Rank hold XMPT as of Q2 2019.

Choate Investment Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q2 2019 after selling out during the quarter.
Choate Investment Advisors sold 181,505 VanEck CEF Muni Income ETF shares in Q2 2019, an estimated $4.74M.
Choate Investment Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2017 and held it in 6 quarters.
Choate Investment Advisors's VanEck CEF Muni Income ETF position peaked at $11.4M in Q3 2018.
33 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2019.

Based on Choate Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.