GW
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GW & Wade’s VanEck Intermediate Muni ETF ITM Stock Holding History

GW & Wade’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
Q2 		– Sell
-4,343
Closed -$210K – 236
2016
Q1 		$210K Buy
+4,343
New +$210K 0.04% 200

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

GW & Wade's ITM Position: Q2 2016 in Review

GW & Wade sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2016, closing a stake of 4,343 shares — an estimated $210K sold.

GW & Wade first reported a position in ITM in Q1 2016 and held it in 1 quarter. The position peaked at $210K in Q1 2016. 104 funds tracked by Wall St. Rank hold ITM as of Q2 2016.

  • GW & Wade reported no remaining VanEck Intermediate Muni ETF position as of Q2 2016 after selling out during the quarter.
  • GW & Wade sold 4,343 VanEck Intermediate Muni ETF shares in Q2 2016, an estimated $210K.
  • GW & Wade first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 1 quarter.
  • GW & Wade's VanEck Intermediate Muni ETF position peaked at $210K in Q1 2016.
  • 104 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2016.

Based on GW & Wade's 13F filing for Q2 2016, filed 5 Aug 2016.