Glassman Wealth Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Glassman Wealth Services’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
2016 Q3	–	Sell	-107	Closed	-$5K	–	535
2016 Q2	$5K	Hold	107	–	–	﹤0.01%	383
2016 Q1	$5K	Buy	+107	New	+$5.18K	﹤0.01%	373

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Glassman Wealth Services's ITM Position: Q3 2016 in Review

Glassman Wealth Services sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2016, closing a stake of 107 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in ITM in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 105 funds tracked by Wall St. Rank hold ITM as of Q3 2016.

Glassman Wealth Services reported no remaining VanEck Intermediate Muni ETF position as of Q3 2016 after selling out during the quarter.
Glassman Wealth Services sold 107 VanEck Intermediate Muni ETF shares in Q3 2016, an estimated $5K.
Glassman Wealth Services first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 2 quarters.
Glassman Wealth Services's VanEck Intermediate Muni ETF position peaked at $5K in Q2 2016.
105 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2016.

Based on Glassman Wealth Services's 13F filing for Q3 2016, filed 14 Nov 2016.