CPWM LLC’s VanEck Intermediate Muni ETF ITM Stock Holding History

CPWM LLC’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
2016 Q4	–	Sell	-24,600	Closed	-$1.21M	–	264
2016 Q3	$1.21M	Buy	24,600 +2,000	+9%	+$98.9K	0.27%	84
2016 Q2	$1.12M	Buy	22,600 +14,100	+166%	+$691K	0.25%	83
2016 Q1	$412K	Buy	+8,500	New	+$412K	0.09%	156

Other funds holding ITM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAM

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CPWM LLC's ITM Position: Q4 2016 in Review

CPWM LLC sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2016, closing a stake of 24,600 shares — an estimated $1.21M sold.

CPWM LLC first reported a position in ITM in Q1 2016 and held it in 3 quarters. The position peaked at $1.21M in Q3 2016. 125 funds tracked by Wall St. Rank hold ITM as of Q4 2016.

CPWM LLC reported no remaining VanEck Intermediate Muni ETF position as of Q4 2016 after selling out during the quarter.
CPWM LLC sold 24,600 VanEck Intermediate Muni ETF shares in Q4 2016, an estimated $1.21M.
CPWM LLC first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 3 quarters.
CPWM LLC's VanEck Intermediate Muni ETF position peaked at $1.21M in Q3 2016.
125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2016.

Based on CPWM LLC's 13F filing for Q4 2016, filed 13 Feb 2017.