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Golden State Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-231
Closed -$12K – 492
2019
Q3 		$12K Buy
231
+1
+0.4% +$50 ﹤0.01% 714
2019
Q2 		$11K Sell
230
-219
-49% -$10.8K ﹤0.01% 730
2019
Q1 		$22K Buy
+449
New +$21.5K 0.01% 606

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 $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Wealth Management's ITM Position: Q4 2019 in Review

Golden State Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2019, closing a stake of 231 shares — an estimated $12K sold.

Golden State Wealth Management first reported a position in ITM in Q1 2019 and held it in 3 quarters. The position peaked at $22K in Q1 2019. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2019.

  • Golden State Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 231 VanEck Intermediate Muni ETF shares in Q4 2019, an estimated $12K.
  • Golden State Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's VanEck Intermediate Muni ETF position peaked at $22K in Q1 2019.
  • 150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.