Oak Point Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Oak Point 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
2018 Q1	$1.76M	Sell	37,525 -21,271	-36%	-$1M	1.8%	15
2017 Q4	$2.83M	Buy	+58,796	New	+$2.83M	2.78%	6

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 $9.63B AUM 30.32% 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

Oak Point Wealth Management's ITM Position: Q1 2018 in Review

Oak Point Wealth Management reduced its VanEck Intermediate Muni ETF (ITM) stake by 36% in Q1 2018, selling an estimated $1M and leaving 37,525 shares worth $1.76M. The position accounts for 1.8% of the portfolio, ranked #15.

Oak Point Wealth Management first reported a position in ITM in Q4 2017 and has held it in 2 quarters since. The position peaked at $2.83M in Q4 2017. 148 funds tracked by Wall St. Rank hold ITM as of Q1 2018.

Oak Point Wealth Management held 37,525 shares of VanEck Intermediate Muni ETF worth $1.76M as of Q1 2018.
Oak Point Wealth Management sold 21,271 VanEck Intermediate Muni ETF shares in Q1 2018, an estimated $1M.
VanEck Intermediate Muni ETF made up 1.8% of Oak Point Wealth Management's portfolio in Q1 2018, its #15 holding.
Oak Point Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's VanEck Intermediate Muni ETF position peaked at $2.83M in Q4 2017.
148 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.