Douglass Winthrop Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Douglass Winthrop Advisors’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
2015 Q3	–	Sell	-21,250	Closed	-$1.01M	–	245
2015 Q2	$1.01M	Hold	21,250	–	–	0.08%	121
2015 Q1	$1.01M	Buy	+21,250	New	+$1.01M	0.08%	121

Other funds holding ITM

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

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

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Douglass Winthrop Advisors's ITM Position: Q3 2015 in Review

Douglass Winthrop Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2015, closing a stake of 21,250 shares — an estimated $1.01M sold.

Douglass Winthrop Advisors first reported a position in ITM in Q1 2015 and held it in 2 quarters. The position peaked at $1.01M in Q2 2015. 90 funds tracked by Wall St. Rank hold ITM as of Q3 2015.

Douglass Winthrop Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2015 after selling out during the quarter.
Douglass Winthrop Advisors sold 21,250 VanEck Intermediate Muni ETF shares in Q3 2015, an estimated $1.01M.
Douglass Winthrop Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2015 and held it in 2 quarters.
Douglass Winthrop Advisors's VanEck Intermediate Muni ETF position peaked at $1.01M in Q2 2015.
90 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2015.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2015, filed 13 Oct 2015.