MAS
ITM icon

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

Managed Account Services’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
Q1 		– Sell
-8,375
Closed -$403K – 73
2017
Q4 		$403K Hold
8,375
– – 0.26% 61
2017
Q3 		$403K Hold
8,375
– – 0.27% 52
2017
Q2 		$401K Buy
+8,375
New +$399K 0.28% 53

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Caprin Asset Management
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.6B AUM 30.32% 1-Year Est. Return
BB&T Securities
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 $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Managed Account Services's ITM Position: Q1 2018 in Review

Managed Account Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2018, closing a stake of 8,375 shares — an estimated $403K sold.

Managed Account Services first reported a position in ITM in Q2 2017 and held it in 3 quarters. The position peaked at $403K in Q4 2017. 148 funds tracked by Wall St. Rank hold ITM as of Q1 2018.

  • Managed Account Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2018 after selling out during the quarter.
  • Managed Account Services sold 8,375 VanEck Intermediate Muni ETF shares in Q1 2018, an estimated $403K.
  • Managed Account Services first reported a position in VanEck Intermediate Muni ETF in Q2 2017 and held it in 3 quarters.
  • Managed Account Services's VanEck Intermediate Muni ETF position peaked at $403K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2018.

Based on Managed Account Services's 13F filing for Q1 2018, filed 14 May 2018.