Hefty Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Hefty Wealth Partners’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	$2.53M	Sell	53,810 -19,250	-26%	-$909K	1.63%	20
2017 Q4	$3.52M	Buy	73,060 +3,668	+5%	+$177K	2.18%	11
2017 Q3	$3.34M	Buy	69,392 +1,194	+2%	+$57.6K	2.21%	10
2017 Q2	$3.26M	Buy	68,198 +6,465	+10%	+$308K	2.23%	11
2017 Q1	$2.89M	Buy	61,733 +40,578	+192%	+$1.89M	2.11%	9
2016 Q4	$981K	Sell	21,155 -26,888	-56%	-$1.27M	0.82%	39
2016 Q3	$2.36M	Buy	48,043 +4,093	+9%	+$202K	1.79%	14
2016 Q2	$2.18M	Buy	43,950 +698	+2%	+$34.2K	1.8%	17
2016 Q1	$2.1M	Buy	43,252 +5,984	+16%	+$290K	1.96%	11
2015 Q4	$1.79M	Buy	+37,268	New	+$1.77M	1.7%	15

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hefty Wealth Partners's ITM Position: Q1 2018 in Review

Hefty Wealth Partners reduced its VanEck Intermediate Muni ETF (ITM) stake by 26% in Q1 2018, selling an estimated $909K and leaving 53,810 shares worth $2.53M. The position accounts for 1.63% of the portfolio, ranked #20.

Hefty Wealth Partners first reported a position in ITM in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.52M in Q4 2017. 148 funds tracked by Wall St. Rank hold ITM as of Q1 2018.

Hefty Wealth Partners held 53,810 shares of VanEck Intermediate Muni ETF worth $2.53M as of Q1 2018.
Hefty Wealth Partners sold 19,250 VanEck Intermediate Muni ETF shares in Q1 2018, an estimated $909K.
VanEck Intermediate Muni ETF made up 1.63% of Hefty Wealth Partners's portfolio in Q1 2018, its #20 holding.
Hefty Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's VanEck Intermediate Muni ETF position peaked at $3.52M in Q4 2017.
148 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.