Jackson Grant Investment Advisers’s VanEck Intermediate Muni ETF ITM Stock Holding History

Jackson Grant Investment Advisers’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
2016 Q4	–	Sell	-4,448	Closed	-$219K	–	175
2016 Q3	$219K	Buy	4,448 +23	+0.5%	+$1.14K	0.18%	58
2016 Q2	$220K	Buy	4,425 +25	+0.6%	+$1.22K	0.19%	50
2016 Q1	$213K	Hold	4,400	–	–	0.19%	55
2015 Q4	$211K	Buy	+4,400	New	+$209K	0.2%	58

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jackson Grant Investment Advisers's ITM Position: Q4 2016 in Review

Jackson Grant Investment Advisers sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2016, closing a stake of 4,448 shares — an estimated $219K sold.

Jackson Grant Investment Advisers first reported a position in ITM in Q4 2015 and held it in 4 quarters. The position peaked at $220K in Q2 2016. 125 funds tracked by Wall St. Rank hold ITM as of Q4 2016.

Jackson Grant Investment Advisers reported no remaining VanEck Intermediate Muni ETF position as of Q4 2016 after selling out during the quarter.
Jackson Grant Investment Advisers sold 4,448 VanEck Intermediate Muni ETF shares in Q4 2016, an estimated $219K.
Jackson Grant Investment Advisers first reported a position in VanEck Intermediate Muni ETF in Q4 2015 and held it in 4 quarters.
Jackson Grant Investment Advisers's VanEck Intermediate Muni ETF position peaked at $220K in Q2 2016.
125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2016, filed 8 Mar 2017.