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Financial Advocates Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-6,613
Closed -$318K – 515
2017
Q4 		$318K Buy
+6,613
New +$318K 0.04% 347

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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 16.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's ITM Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2018, closing a stake of 6,613 shares — an estimated $318K sold.

Financial Advocates Investment Management first reported a position in ITM in Q4 2017 and held it in 1 quarter. The position peaked at $318K in Q4 2017. 148 funds tracked by Wall St. Rank hold ITM as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,613 VanEck Intermediate Muni ETF shares in Q1 2018, an estimated $318K.
  • Financial Advocates Investment Management first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's VanEck Intermediate Muni ETF position peaked at $318K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.