MAA
ITM icon

Managed Account Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Managed Account 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
2015
Q2 		$237M Buy
5,102,708
+1,315,321
+35% +$61.5M 0.2% 137
2015
Q1 		$180M Buy
3,787,387
+1,661,790
+78% +$79.1M 0.16% 163
2014
Q4 		$101M Buy
2,125,597
+901,347
+74% +$42.5M 0.1% 237
2014
Q3 		$57.4M Buy
1,224,250
+745,624
+156% +$34.8M 0.06% 351
2014
Q2 		$22.3M Buy
478,626
+344,798
+258% +$15.9M 0.03% 643
2014
Q1 		$6.09M Buy
133,828
+81,945
+158% +$3.71M 0.01% 1217
2013
Q4 		$2.28M Buy
+51,883
New +$2.31M ﹤0.01% 1664

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return