Plante Moran Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Plante Moran Financial Advisors’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
2015 Q1	–	Sell	-179	Closed	-$8K	–	756
2014 Q4	$8K	Hold	179	–	–	0.01%	582
2014 Q3	$8K	Buy	+179	New	+$8.35K	0.01%	585

Other funds holding ITM

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Plante Moran Financial Advisors's ITM Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2015, closing a stake of 179 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in ITM in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 78 funds tracked by Wall St. Rank hold ITM as of Q1 2015.

Plante Moran Financial Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q1 2015 after selling out during the quarter.
Plante Moran Financial Advisors sold 179 VanEck Intermediate Muni ETF shares in Q1 2015, an estimated $8K.
Plante Moran Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q3 2014 and held it in 2 quarters.
Plante Moran Financial Advisors's VanEck Intermediate Muni ETF position peaked at $8K in Q4 2014.
78 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.