Integrated Wealth Management (Palm Desert)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$1.3M	Sell	27,705 -86	-0.3%	-$4.01K	0.44%	68
2016 Q4	$1.29M	Hold	27,791	–	–	0.48%	63
2016 Q3	$1.37M	Hold	27,791	–	–	0.49%	54
2016 Q2	$1.38M	Hold	27,791	–	–	0.53%	45
2016 Q1	$1.35M	Sell	27,791 -225	-0.8%	-$10.9K	0.57%	45
2015 Q4	$1.34M	Sell	28,016 -174	-0.6%	-$8.25K	0.58%	42
2015 Q3	$1.33M	Hold	28,190	–	–	0.58%	41
2015 Q2	$1.31M	Buy	28,190 +1,778	+7%	+$83.2K	0.51%	42
2015 Q1	$1.26M	Buy	+26,412	New	+$1.26M	0.52%	39

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 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 16.21% 1-Year Est. Return

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

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

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

OAM

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

Integrated Wealth Management (Palm Desert)'s ITM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its VanEck Intermediate Muni ETF (ITM) stake by 0.31% in Q1 2017, selling an estimated $4.01K and leaving 27,705 shares worth $1.3M. The position accounts for 0.44% of the portfolio, ranked #68.

Integrated Wealth Management (Palm Desert) first reported a position in ITM in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.38M in Q2 2016. 122 funds tracked by Wall St. Rank hold ITM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 27,705 shares of VanEck Intermediate Muni ETF worth $1.3M as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 86 VanEck Intermediate Muni ETF shares in Q1 2017, an estimated $4.01K.
VanEck Intermediate Muni ETF made up 0.44% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #68 holding.
Integrated Wealth Management (Palm Desert) first reported a position in VanEck Intermediate Muni ETF in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s VanEck Intermediate Muni ETF position peaked at $1.38M in Q2 2016.
122 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.