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KMS Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-5,580
Closed -$246K – 544
2013
Q4 		$246K Hold
5,580
– – 0.04% 416
2013
Q3 		$249K Hold
5,580
– – 0.06% 340
2013
Q2 		$246K Buy
+5,580
New +$259K 0.07% 302

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KMS Financial Services's ITM Position: Q1 2014 in Review

KMS Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2014, closing a stake of 5,580 shares — an estimated $246K sold.

KMS Financial Services first reported a position in ITM in Q2 2013 and held it in 3 quarters. The position peaked at $249K in Q3 2013. 53 funds tracked by Wall St. Rank hold ITM as of Q1 2014.

  • KMS Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 5,580 VanEck Intermediate Muni ETF shares in Q1 2014, an estimated $246K.
  • KMS Financial Services first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 3 quarters.
  • KMS Financial Services's VanEck Intermediate Muni ETF position peaked at $249K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.