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Kore Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kore Private Wealth’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
2019
Q1 		– Sell
-64
Closed -$3K – 945
2018
Q4 		$3K Buy
+64
New +$2.98K ﹤0.01% 767

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kore Private Wealth's ITM Position: Q1 2019 in Review

Kore Private Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2019, closing a stake of 64 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in ITM in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 147 funds tracked by Wall St. Rank hold ITM as of Q1 2019.

  • Kore Private Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 64 VanEck Intermediate Muni ETF shares in Q1 2019, an estimated $3K.
  • Kore Private Wealth first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's VanEck Intermediate Muni ETF position peaked at $3K in Q4 2018.
  • 147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.