Patriot Financial Group Insurance Agency’s VanEck Intermediate Muni ETF ITM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-113	Closed	-$6K	–	1451
2019 Q1	$6K	Hold	113	–	–	﹤0.01%	809
2018 Q4	$5K	Sell	113 -1	-0.9%	-$47	﹤0.01%	734
2018 Q3	$5K	Buy	+114	New	+$5.36K	﹤0.01%	741
2018 Q2	–	Sell	-503	Closed	-$24K	–	754
2018 Q1	$24K	Buy	503 +1	+0.2%	+$47	0.02%	436
2017 Q4	$23K	Buy	502 +338	+206%	+$16.3K	0.02%	424
2017 Q3	$8K	Buy	164 +52	+46%	+$2.51K	0.01%	598
2017 Q2	$5K	Buy	112 +1	+0.9%	+$48	0.01%	676
2017 Q1	$5K	Sell	111 -1,149	-91%	-$53.6K	0.01%	627
2016 Q4	$59K	Buy	+1,260	New	+$59.6K	0.08%	193

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ITM Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2019, closing a stake of 113 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in ITM in Q4 2016 and held it in 9 quarters. The position peaked at $59K in Q4 2016. 144 funds tracked by Wall St. Rank hold ITM as of Q2 2019.

Patriot Financial Group Insurance Agency reported no remaining VanEck Intermediate Muni ETF position as of Q2 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 113 VanEck Intermediate Muni ETF shares in Q2 2019, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's VanEck Intermediate Muni ETF position peaked at $59K in Q4 2016.
144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.