Investment Centers of America’s VanEck Intermediate Muni ETF ITM Stock Holding History

Investment Centers of America’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	-5,426	Closed	-$261K	–	233
2017 Q3	$261K	Hold	5,426	–	–	0.02%	467
2017 Q2	$260K	Sell	5,426 -1,284	-19%	-$61.2K	0.02%	483
2017 Q1	$314K	Hold	6,710	–	–	0.02%	460
2016 Q4	$311K	Buy	+6,710	New	+$318K	0.03%	430

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 16.21% 1-Year Est. Return

OAM

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Investment Centers of America's ITM Position: Q4 2017 in Review

Investment Centers of America sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2017, closing a stake of 5,426 shares — an estimated $261K sold.

Investment Centers of America first reported a position in ITM in Q4 2016 and held it in 4 quarters. The position peaked at $314K in Q1 2017. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2017.

Investment Centers of America reported no remaining VanEck Intermediate Muni ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 5,426 VanEck Intermediate Muni ETF shares in Q4 2017, an estimated $261K.
Investment Centers of America first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 4 quarters.
Investment Centers of America's VanEck Intermediate Muni ETF position peaked at $314K in Q1 2017.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.