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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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.