HFP
ITM icon

Holistic Financial Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Holistic Financial 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
Q2 		– Sell
-130
Closed -$6K – 195
2018
Q1 		$6K Hold
130
– – 0.01% 359
2017
Q4 		$6K Buy
+130
New +$6.26K ﹤0.01% 366

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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
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
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 $377B AUM 19.32% 1-Year Est. Return

Holistic Financial Partners's ITM Position: Q2 2018 in Review

Holistic Financial Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2018, closing a stake of 130 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in ITM in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 151 funds tracked by Wall St. Rank hold ITM as of Q2 2018.

  • Holistic Financial Partners reported no remaining VanEck Intermediate Muni ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 130 VanEck Intermediate Muni ETF shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's VanEck Intermediate Muni ETF position peaked at $6K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.