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Evolution Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-5,020
Closed -$252K – 486
2019
Q4 		$252K Buy
+5,020
New +$252K 0.06% 68

Other funds holding ITM

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Evolution Wealth Advisors's ITM Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2020, closing a stake of 5,020 shares — an estimated $252K sold.

Evolution Wealth Advisors first reported a position in ITM in Q4 2019 and held it in 1 quarter. The position peaked at $252K in Q4 2019. 154 funds tracked by Wall St. Rank hold ITM as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,020 VanEck Intermediate Muni ETF shares in Q1 2020, an estimated $252K.
  • Evolution Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $252K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.