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Howe & Rusling’s VanEck Intermediate Muni ETF ITM Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-2,300
Closed -$112K – 849
2019
Q1 		$112K Hold
2,300
– – 0.02% 227
2018
Q4 		$109K Hold
2,300
– – 0.02% 197
2018
Q3 		$107K Hold
2,300
– – 0.02% 194
2018
Q2 		$108K Hold
2,300
– – 0.02% 195
2018
Q1 		$108K Sell
2,300
-1,853
-45% -$87.5K 0.02% 207
2017
Q4 		$200K Hold
4,153
– – 0.04% 179
2017
Q3 		$200K Sell
4,153
-150
-3% -$7.24K 0.04% 173
2017
Q2 		$206K Sell
4,303
-50
-1% -$2.38K 0.04% 148
2017
Q1 		$204K Sell
4,353
-425
-9% -$19.8K 0.04% 146
2016
Q4 		$222K Hold
4,778
– – 0.05% 140
2016
Q3 		$235K Sell
4,778
-100
-2% -$4.94K 0.05% 137
2016
Q2 		$242K Hold
4,878
– – 0.05% 133
2016
Q1 		$236K Sell
4,878
-550
-10% -$26.6K 0.05% 135
2015
Q4 		$260K Hold
5,428
– – 0.06% 132
2015
Q3 		$257K Sell
5,428
-250
-4% -$11.7K 0.06% 138
2015
Q2 		$263K Sell
5,678
-1,142
-17% -$53.4K 0.06% 148
2015
Q1 		$325K Sell
6,820
-418
-6% -$19.9K 0.07% 134
2014
Q4 		$343K Hold
7,238
– – 0.08% 128
2014
Q3 		$340K Sell
7,238
-65
-0.9% -$3.03K 0.08% 128
2014
Q2 		$340K Buy
+7,303
New +$337K 0.08% 129
2014
Q1 		– Sell
-7,518
Closed -$331K – 882
2013
Q4 		$331K Buy
7,518
+3,118
+71% +$139K 0.08% 121
2013
Q3 		$196K Sell
4,400
-2,653
-38% -$116K 0.07% 137
2013
Q2 		$311K Buy
+7,053
New +$328K 0.09% 134

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Howe & Rusling's ITM Position: Q2 2019 in Review

Howe & Rusling sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2019, closing a stake of 2,300 shares — an estimated $112K sold.

Howe & Rusling first reported a position in ITM in Q2 2013 and held it in 23 quarters. The position peaked at $343K in Q4 2014. 144 funds tracked by Wall St. Rank hold ITM as of Q2 2019.

  • Howe & Rusling reported no remaining VanEck Intermediate Muni ETF position as of Q2 2019 after selling out during the quarter.
  • Howe & Rusling sold 2,300 VanEck Intermediate Muni ETF shares in Q2 2019, an estimated $112K.
  • Howe & Rusling first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 23 quarters.
  • Howe & Rusling's VanEck Intermediate Muni ETF position peaked at $343K in Q4 2014.
  • 144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2019.

Based on Howe & Rusling's 13F filing for Q2 2019, filed 12 Aug 2019.