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LexAurum Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

LexAurum Advisors’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
2018
Q3 		– Sell
-13,785
Closed -$650K – 171
2018
Q2 		$650K Buy
+13,785
New +$647K 0.58% 51

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LexAurum Advisors's ITM Position: Q3 2018 in Review

LexAurum Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2018, closing a stake of 13,785 shares — an estimated $650K sold.

LexAurum Advisors first reported a position in ITM in Q2 2018 and held it in 1 quarter. The position peaked at $650K in Q2 2018. 132 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

  • LexAurum Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2018 after selling out during the quarter.
  • LexAurum Advisors sold 13,785 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $650K.
  • LexAurum Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2018 and held it in 1 quarter.
  • LexAurum Advisors's VanEck Intermediate Muni ETF position peaked at $650K in Q2 2018.
  • 132 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on LexAurum Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.