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McNamara Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

McNamara Financial 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
Q4 		– Sell
-6,895
Closed -$321K – 40
2018
Q3 		$321K Sell
6,895
-158
-2% -$7.43K 0.14% 34
2018
Q2 		$332K Sell
7,053
-3,557
-34% -$167K 0.15% 32
2018
Q1 		$499K Sell
10,610
-1,271
-11% -$60K 0.23% 23
2017
Q4 		$572K Sell
11,881
-135
-1% -$6.5K 0.26% 23
2017
Q3 		$578K Buy
12,016
+72
+0.6% +$3.47K 0.28% 17
2017
Q2 		$571K Buy
11,944
+362
+3% +$17.3K 0.29% 16
2017
Q1 		$543K Buy
11,582
+810
+8% +$37.8K 0.28% 18
2016
Q4 		$500K Sell
10,772
-6,545
-38% -$310K 0.27% 20
2016
Q3 		$852K Buy
17,317
+885
+5% +$43.7K 0.48% 15
2016
Q2 		$816K Buy
16,432
+1,530
+10% +$74.9K 0.48% 15
2016
Q1 		$722K Buy
+14,902
New +$722K 0.44% 17

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNamara Financial Services's ITM Position: Q4 2018 in Review

McNamara Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2018, closing a stake of 6,895 shares — an estimated $321K sold.

McNamara Financial Services first reported a position in ITM in Q1 2016 and held it in 11 quarters. The position peaked at $852K in Q3 2016. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

  • McNamara Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q4 2018 after selling out during the quarter.
  • McNamara Financial Services sold 6,895 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $321K.
  • McNamara Financial Services first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and held it in 11 quarters.
  • McNamara Financial Services's VanEck Intermediate Muni ETF position peaked at $852K in Q3 2016.
  • 147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on McNamara Financial Services's 13F filing for Q4 2018, filed 14 Jan 2019.