HB
ITM icon

Homrich & Berg’s VanEck Intermediate Muni ETF ITM Stock Holding History

Homrich & Berg’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
2017
Q4 		– Sell
-5,408
Closed -$260K – 354
2017
Q3 		$260K Hold
5,408
– – 0.02% 275
2017
Q2 		$259K Hold
5,408
– – 0.02% 239
2017
Q1 		$254K Hold
5,408
– – 0.02% 255
2016
Q4 		$251K Hold
5,408
– – 0.02% 241
2016
Q3 		$266K Hold
5,408
– – 0.02% 231
2016
Q2 		$269K Hold
5,408
– – 0.03% 216
2016
Q1 		$262K Hold
5,408
– – 0.03% 216
2015
Q4 		$259K Hold
5,408
– – 0.02% 217
2015
Q3 		$256K Buy
+5,408
New +$252K 0.03% 216

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return