Northern Capital Management (Wisconsin)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Northern Capital Management (Wisconsin)’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	$1.63M	Buy	34,224 +10,044	+42%	+$468K	0.44%	90
2018 Q3	$1.13M	Buy	24,180 +1,500	+7%	+$70.6K	0.26%	113
2018 Q2	$1.07M	Hold	22,680	–	–	0.26%	119
2018 Q1	$1.07M	Hold	22,680	–	–	0.27%	115
2017 Q4	$1.09M	Hold	22,680	–	–	0.28%	116
2017 Q3	$1.09M	Hold	22,680	–	–	0.34%	102
2017 Q2	$1.08M	Hold	22,680	–	–	0.4%	83
2017 Q1	$1.06M	Hold	22,680	–	–	0.42%	82
2016 Q4	$1.05M	Hold	22,680	–	–	0.44%	74
2016 Q3	$1.11M	Sell	22,680 -100	-0.4%	-$4.94K	0.5%	71
2016 Q2	$1.13M	Hold	22,780	–	–	0.51%	76
2016 Q1	$1.1M	Sell	22,780 -775	-3%	-$37.5K	0.49%	78
2015 Q4	$1.13M	Hold	23,555	–	–	0.49%	81
2015 Q3	$1.11M	Buy	+23,555	New	+$1.1M	0.48%	79

Other funds holding ITM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Northern Capital Management (Wisconsin)'s ITM Position: Q4 2018 in Review

Northern Capital Management (Wisconsin) increased its VanEck Intermediate Muni ETF (ITM) stake by 42% in Q4 2018, buying an estimated $468K and bringing the position to 34,224 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #90.

Northern Capital Management (Wisconsin) first reported a position in ITM in Q3 2015 and has held it in 14 quarters since. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

Northern Capital Management (Wisconsin) held 34,224 shares of VanEck Intermediate Muni ETF worth $1.63M as of Q4 2018.
Northern Capital Management (Wisconsin) bought 10,044 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $468K.
VanEck Intermediate Muni ETF made up 0.44% of Northern Capital Management (Wisconsin)'s portfolio in Q4 2018, its #90 holding.
Northern Capital Management (Wisconsin) first reported a position in VanEck Intermediate Muni ETF in Q3 2015 and has held it in 14 quarters since.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on Northern Capital Management (Wisconsin)'s 13F filing for Q4 2018, filed 1 Feb 2019.