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MFS
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
Shares
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
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OAM
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1-Year Est. Return
BTS
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1-Year Est. Return
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$432B AUM
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1-Year Est. Return
CI
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$3.46B AUM
21.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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