MHS
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M Holdings Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-1,790
Closed -$84K – 307
2014
Q3 		$84K Buy
+1,790
New +$83.5K 0.05% 313

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

M Holdings Securities's ITM Position: Q4 2014 in Review

M Holdings Securities sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2014, closing a stake of 1,790 shares — an estimated $84K sold.

M Holdings Securities first reported a position in ITM in Q3 2014 and held it in 1 quarter. The position peaked at $84K in Q3 2014. 68 funds tracked by Wall St. Rank hold ITM as of Q4 2014.

  • M Holdings Securities reported no remaining VanEck Intermediate Muni ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,790 VanEck Intermediate Muni ETF shares in Q4 2014, an estimated $84K.
  • M Holdings Securities first reported a position in VanEck Intermediate Muni ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's VanEck Intermediate Muni ETF position peaked at $84K in Q3 2014.
  • 68 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.