Live Your Vision’s VanEck Intermediate Muni ETF ITM Stock Holding History

Live Your Vision’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
2015 Q4	–	Sell	-7,500	Closed	-$354K	–	178
2015 Q3	$354K	Sell	7,500 -5,063	-40%	-$236K	0.17%	51
2015 Q2	$581K	Buy	+12,563	New	+$588K	0.27%	41

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

Live Your Vision's ITM Position: Q4 2015 in Review

Live Your Vision sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2015, closing a stake of 7,500 shares — an estimated $354K sold.

Live Your Vision first reported a position in ITM in Q2 2015 and held it in 2 quarters. The position peaked at $581K in Q2 2015. 102 funds tracked by Wall St. Rank hold ITM as of Q4 2015.

Live Your Vision reported no remaining VanEck Intermediate Muni ETF position as of Q4 2015 after selling out during the quarter.
Live Your Vision sold 7,500 VanEck Intermediate Muni ETF shares in Q4 2015, an estimated $354K.
Live Your Vision first reported a position in VanEck Intermediate Muni ETF in Q2 2015 and held it in 2 quarters.
Live Your Vision's VanEck Intermediate Muni ETF position peaked at $581K in Q2 2015.
102 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.