PCM
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Pennsylvania Capital Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Pennsylvania Capital Management’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,868
Closed -$207K – 145
2020
Q2 		$207K Buy
+7,868
New +$199K 0.11% 111

Other funds holding XMPT

MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Pennsylvania Capital Management's XMPT Position: Q3 2020 in Review

Pennsylvania Capital Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2020, closing a stake of 7,868 shares — an estimated $207K sold.

Pennsylvania Capital Management first reported a position in XMPT in Q2 2020 and held it in 1 quarter. The position peaked at $207K in Q2 2020. 32 funds tracked by Wall St. Rank hold XMPT as of Q3 2020.

  • Pennsylvania Capital Management reported no remaining VanEck CEF Muni Income ETF position as of Q3 2020 after selling out during the quarter.
  • Pennsylvania Capital Management sold 7,868 VanEck CEF Muni Income ETF shares in Q3 2020, an estimated $207K.
  • Pennsylvania Capital Management first reported a position in VanEck CEF Muni Income ETF in Q2 2020 and held it in 1 quarter.
  • Pennsylvania Capital Management's VanEck CEF Muni Income ETF position peaked at $207K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2020.

Based on Pennsylvania Capital Management's 13F filing for Q3 2020, filed 7 Oct 2020.