Independent Portfolio Consultants’s VanEck Intermediate Muni ETF ITM Stock Holding History

Independent Portfolio Consultants’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 Q2	$212K	Sell	4,430 -2,513	-36%	-$120K	0.09%	281
2017 Q1	$325K	Buy	+6,943	New	+$324K	0.11%	265
2016 Q2	–	Sell	-14,376	Closed	-$696K	–	745
2016 Q1	$696K	Sell	14,376 -1,821	-11%	-$88.2K	0.19%	152
2015 Q4	$776K	Buy	16,197 +7,692	+90%	+$365K	0.23%	131
2015 Q3	$402K	Sell	8,505 -100	-1%	-$4.67K	0.09%	277
2015 Q2	$399K	Sell	8,605 -20	-0.2%	-$936	0.08%	277
2015 Q1	$411K	Sell	8,625 -782	-8%	-$37.2K	0.08%	266
2014 Q4	$445K	Sell	9,407 -45	-0.5%	-$2.12K	0.09%	262
2014 Q3	$443K	Sell	9,452 -5,760	-38%	-$269K	0.12%	256
2014 Q2	$707K	Sell	15,212 -965	-6%	-$44.6K	0.2%	143
2014 Q1	$736K	Buy	+16,177	New	+$732K	0.23%	134

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Portfolio Consultants's ITM Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its VanEck Intermediate Muni ETF (ITM) stake by 36% in Q2 2017, selling an estimated $120K and leaving 4,430 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #281.

Independent Portfolio Consultants first reported a position in ITM in Q1 2014 and has held it in 11 quarters since. The position peaked at $776K in Q4 2015. 125 funds tracked by Wall St. Rank hold ITM as of Q2 2017.

Independent Portfolio Consultants held 4,430 shares of VanEck Intermediate Muni ETF worth $212K as of Q2 2017.
Independent Portfolio Consultants sold 2,513 VanEck Intermediate Muni ETF shares in Q2 2017, an estimated $120K.
VanEck Intermediate Muni ETF made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #281 holding.
Independent Portfolio Consultants first reported a position in VanEck Intermediate Muni ETF in Q1 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's VanEck Intermediate Muni ETF position peaked at $776K in Q4 2015.
125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.