EFG Asset Management (Americas)’s VanEck Intermediate Muni ETF ITM Stock Holding History

EFG Asset Management (Americas)’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
2017 Q1	–	Sell	-5,210	Closed	-$242K	–	125
2016 Q4	$242K	Sell	5,210 -914	-15%	-$43.3K	0.11%	98
2016 Q3	$301K	Hold	6,124	–	–	0.13%	89
2016 Q2	$304K	Buy	+6,124	New	+$300K	0.14%	81

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OAM

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

EFG Asset Management (Americas)'s ITM Position: Q1 2017 in Review

EFG Asset Management (Americas) sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2017, closing a stake of 5,210 shares — an estimated $242K sold.

EFG Asset Management (Americas) first reported a position in ITM in Q2 2016 and held it in 3 quarters. The position peaked at $304K in Q2 2016. 122 funds tracked by Wall St. Rank hold ITM as of Q1 2017.

EFG Asset Management (Americas) reported no remaining VanEck Intermediate Muni ETF position as of Q1 2017 after selling out during the quarter.
EFG Asset Management (Americas) sold 5,210 VanEck Intermediate Muni ETF shares in Q1 2017, an estimated $242K.
EFG Asset Management (Americas) first reported a position in VanEck Intermediate Muni ETF in Q2 2016 and held it in 3 quarters.
EFG Asset Management (Americas)'s VanEck Intermediate Muni ETF position peaked at $304K in Q2 2016.
122 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2017, filed 10 May 2017.