Edgewood Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Edgewood Management’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
2018 Q4	–	Sell	-4,500	Closed	-$210K	–	76
2018 Q3	$210K	Hold	4,500	–	–	﹤0.01%	70
2018 Q2	$212K	Hold	4,500	–	–	﹤0.01%	71
2018 Q1	$212K	Hold	4,500	–	–	﹤0.01%	68
2017 Q4	$217K	Hold	4,500	–	–	﹤0.01%	81
2017 Q3	$216K	Hold	4,500	–	–	﹤0.01%	78
2017 Q2	$215K	Hold	4,500	–	–	﹤0.01%	78
2017 Q1	$211K	Hold	4,500	–	–	﹤0.01%	79
2016 Q4	$209K	Buy	+4,500	New	+$213K	﹤0.01%	82

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Edgewood Management's ITM Position: Q4 2018 in Review

Edgewood Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2018, closing a stake of 4,500 shares — an estimated $210K sold.

Edgewood Management first reported a position in ITM in Q4 2016 and held it in 8 quarters. The position peaked at $217K in Q4 2017. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

Edgewood Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2018 after selling out during the quarter.
Edgewood Management sold 4,500 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $210K.
Edgewood Management first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 8 quarters.
Edgewood Management's VanEck Intermediate Muni ETF position peaked at $217K in Q4 2017.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on Edgewood Management's 13F filing for Q4 2018, filed 13 Feb 2019.