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

Paulson 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 Q4	–	Sell	-4,073	Closed	-$205K	–	103
2019 Q3	$205K	Sell	4,073 -148	-4%	-$7.46K	0.15%	103
2019 Q2	$211K	Sell	4,221 -228	-5%	-$11.2K	0.16%	98
2019 Q1	$217K	Hold	4,449	–	–	0.16%	102
2018 Q4	$212K	Sell	4,449 -741	-14%	-$34.5K	0.18%	104
2018 Q3	$239K	Sell	5,190 -105	-2%	-$4.94K	0.21%	108
2018 Q2	$250K	Sell	5,295 -2,051	-28%	-$96.3K	0.25%	93
2018 Q1	$346K	Sell	7,346 -388	-5%	-$18.3K	0.34%	71
2017 Q4	$372K	Buy	+7,734	New	+$372K	0.33%	69

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Paulson Wealth Management's ITM Position: Q4 2019 in Review

Paulson Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2019, closing a stake of 4,073 shares — an estimated $205K sold.

Paulson Wealth Management first reported a position in ITM in Q4 2017 and held it in 8 quarters. The position peaked at $372K in Q4 2017. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2019.

Paulson Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2019 after selling out during the quarter.
Paulson Wealth Management sold 4,073 VanEck Intermediate Muni ETF shares in Q4 2019, an estimated $205K.
Paulson Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 8 quarters.
Paulson Wealth Management's VanEck Intermediate Muni ETF position peaked at $372K in Q4 2017.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2019.

Based on Paulson Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.