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Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q4 		– Sell
-115
Closed -$5.05K – 578
2023
Q3 		$5.05K Sell
115
-2,313
-95% -$105K ﹤0.01% 551
2023
Q2 		$112K Buy
+2,428
New +$112K ﹤0.01% 352

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Loring Wolcott & Coolidge Fiduciary Advisors's ITM Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 115 shares — an estimated $5.05K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ITM in Q2 2023 and held it in 2 quarters. The position peaked at $112K in Q2 2023. 181 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 115 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $5.05K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2023 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's VanEck Intermediate Muni ETF position peaked at $112K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.