EisnerAmper Wealth Management Corporate Benefits’s VanEck Intermediate Muni ETF ITM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2020 Q1	–	Sell	-5,224	Closed	-$262K	–	38
2019 Q4	$262K	Hold	5,224	–	–	0.18%	33
2019 Q3	$263K	Hold	5,224	–	–	0.19%	34
2019 Q2	$260K	Hold	5,224	–	–	0.19%	32
2019 Q1	$255K	Hold	5,224	–	–	0.19%	38
2018 Q4	$248K	Sell	5,224 -1	-0%	-$47	0.21%	34
2018 Q3	$244K	Hold	5,225	–	–	0.19%	36
2018 Q2	$246K	Buy	+5,225	New	+$245K	0.2%	34
2018 Q1	–	Sell	-5,225	Closed	-$252K	–	35
2017 Q4	$252K	Sell	5,225 -733	-12%	-$35.3K	0.2%	32
2017 Q3	$287K	Hold	5,958	–	–	0.25%	29
2017 Q2	$285K	Hold	5,958	–	–	0.25%	30
2017 Q1	$279K	Hold	5,958	–	–	0.24%	29
2016 Q4	$276K	Hold	5,958	–	–	0.24%	28
2016 Q3	$293K	Hold	5,958	–	–	0.25%	29
2016 Q2	$296K	Hold	5,958	–	–	0.27%	27
2016 Q1	$289K	Hold	5,958	–	–	0.27%	26
2015 Q4	$286K	Hold	5,958	–	–	0.28%	28
2015 Q3	$282K	Buy	+5,958	New	+$278K	0.2%	97
2015 Q2	–	Sell	-5,958	Closed	-$284K	–	97
2015 Q1	$284K	Hold	5,958	–	–	0.21%	74
2014 Q4	$282K	Buy	+5,958	New	+$281K	0.22%	73

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's ITM Position: Q1 2020 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2020, closing a stake of 5,224 shares — an estimated $262K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in ITM in Q4 2014 and held it in 19 quarters. The position peaked at $296K in Q2 2016. 154 funds tracked by Wall St. Rank hold ITM as of Q1 2020.

EisnerAmper Wealth Management Corporate Benefits reported no remaining VanEck Intermediate Muni ETF position as of Q1 2020 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 5,224 VanEck Intermediate Muni ETF shares in Q1 2020, an estimated $262K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in VanEck Intermediate Muni ETF in Q4 2014 and held it in 19 quarters.
EisnerAmper Wealth Management Corporate Benefits's VanEck Intermediate Muni ETF position peaked at $296K in Q2 2016.
154 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2020.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2020, filed 1 Apr 2020.