IFC Holdings’s VanEck Intermediate Muni ETF ITM Stock Holding History

IFC Holdings’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	-4,579	Closed	-$220K	–	518
2017 Q3	$220K	Buy	4,579 +12	+0.3%	+$579	0.02%	463
2017 Q2	$219K	Buy	+4,567	New	+$218K	0.02%	440
2014 Q2	–	Sell	-4,521	Closed	-$206K	–	364
2014 Q1	$206K	Buy	+4,521	New	+$205K	0.04%	295
2013 Q4	–	Sell	-4,494	Closed	-$200K	–	344
2013 Q3	$200K	Buy	+4,494	New	+$197K	0.04%	318

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

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

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

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

IFC Holdings's ITM Position: Q4 2017 in Review

IFC Holdings sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2017, closing a stake of 4,579 shares — an estimated $220K sold.

IFC Holdings first reported a position in ITM in Q3 2013 and held it in 4 quarters. The position peaked at $220K in Q3 2017. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2017.

IFC Holdings reported no remaining VanEck Intermediate Muni ETF position as of Q4 2017 after selling out during the quarter.
IFC Holdings sold 4,579 VanEck Intermediate Muni ETF shares in Q4 2017, an estimated $220K.
IFC Holdings first reported a position in VanEck Intermediate Muni ETF in Q3 2013 and held it in 4 quarters.
IFC Holdings's VanEck Intermediate Muni ETF position peaked at $220K in Q3 2017.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.