Credit Suisse’s VanEck Intermediate Muni ETF ITM Stock Holding History

Credit Suisse’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
2019 Q3	–	Sell	-10,000	Closed	-$498K	–	4170
2019 Q2	$498K	Buy	+10,000	New	+$492K	﹤0.01%	3412
2016 Q1	–	Sell	-16,879	Closed	-$809K	–	4141
2015 Q4	$809K	Sell	16,879 -13,195	-44%	-$625K	﹤0.01%	2993
2015 Q3	$1.42M	Buy	30,074 +20	+0.1%	+$933	﹤0.01%	2519
2015 Q2	$1.4M	Sell	30,054 -1,210	-4%	-$56.6K	﹤0.01%	2868
2015 Q1	$1.49M	Sell	31,264 -103,264	-77%	-$4.91M	﹤0.01%	2651
2014 Q4	$6.37M	Sell	134,528 -50,865	-27%	-$2.4M	0.01%	1582
2014 Q3	$8.7M	Buy	185,393 +160,185	+635%	+$7.47M	0.01%	1381
2014 Q2	$1.17M	Sell	25,208 -2,118	-8%	-$97.9K	﹤0.01%	3143
2014 Q1	$1.25M	Sell	27,326 -6,806	-20%	-$308K	﹤0.01%	2925
2013 Q4	$1.5M	Sell	34,132 -22,955	-40%	-$1.02M	﹤0.01%	2927
2013 Q3	$2.55M	Sell	57,087 -89,243	-61%	-$3.91M	﹤0.01%	2189
2013 Q2	$6.45M	Buy	+146,330	New	+$6.8M	0.01%	1396

Other funds holding ITM

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

CAM

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Credit Suisse's ITM Position: Q3 2019 in Review

Credit Suisse sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2019, closing a stake of 10,000 shares — an estimated $498K sold.

Credit Suisse first reported a position in ITM in Q2 2013 and held it in 12 quarters. The position peaked at $8.7M in Q3 2014. 144 funds tracked by Wall St. Rank hold ITM as of Q3 2019.

Credit Suisse reported no remaining VanEck Intermediate Muni ETF position as of Q3 2019 after selling out during the quarter.
Credit Suisse sold 10,000 VanEck Intermediate Muni ETF shares in Q3 2019, an estimated $498K.
Credit Suisse first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 12 quarters.
Credit Suisse's VanEck Intermediate Muni ETF position peaked at $8.7M in Q3 2014.
144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2019.

Based on Credit Suisse's 13F filing for Q3 2019, filed 12 Nov 2019.