MWM
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Meridian Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-600
Closed -$298 – 334
2019
Q2 		$298 Sell
600
-10,048
-94% -$495K 0.01% 460
2019
Q1 		$231K Buy
+10,648
New +$511K 0.11% 167

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Meridian Wealth Management's ITM Position: Q3 2019 in Review

Meridian Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2019, closing a stake of 600 shares — an estimated $298 sold.

Meridian Wealth Management first reported a position in ITM in Q1 2019 and held it in 2 quarters. The position peaked at $231K in Q1 2019. 144 funds tracked by Wall St. Rank hold ITM as of Q3 2019.

  • Meridian Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 600 VanEck Intermediate Muni ETF shares in Q3 2019, an estimated $298.
  • Meridian Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and held it in 2 quarters.
  • Meridian Wealth Management's VanEck Intermediate Muni ETF position peaked at $231K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.