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Piershale Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Piershale Financial Group’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
-5,148
Closed -$251K – 20
2019
Q1 		$251K Buy
+5,148
New +$247K 0.15% 15

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BTS
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Wells Fargo
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CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWS
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Piershale Financial Group's ITM Position: Q2 2019 in Review

Piershale Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2019, closing a stake of 5,148 shares — an estimated $251K sold.

Piershale Financial Group first reported a position in ITM in Q1 2019 and held it in 1 quarter. The position peaked at $251K in Q1 2019. 144 funds tracked by Wall St. Rank hold ITM as of Q2 2019.

  • Piershale Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2019 after selling out during the quarter.
  • Piershale Financial Group sold 5,148 VanEck Intermediate Muni ETF shares in Q2 2019, an estimated $251K.
  • Piershale Financial Group first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and held it in 1 quarter.
  • Piershale Financial Group's VanEck Intermediate Muni ETF position peaked at $251K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2019.

Based on Piershale Financial Group's 13F filing for Q2 2019, filed 26 Jul 2019.