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Portfolio Strategies (Washington)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q3 		– Sell
-3,830
Closed -$183K – 65
2017
Q2 		$183K Buy
+3,830
New +$183K 0.26% 33
2017
Q1 		– Sell
-3,871
Closed -$180K – 83
2016
Q4 		$180K Buy
+3,871
New +$183K 0.21% 36

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Portfolio Strategies (Washington)'s ITM Position: Q3 2017 in Review

Portfolio Strategies (Washington) sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2017, closing a stake of 3,830 shares — an estimated $183K sold.

Portfolio Strategies (Washington) first reported a position in ITM in Q4 2016 and held it in 2 quarters. The position peaked at $183K in Q2 2017. 128 funds tracked by Wall St. Rank hold ITM as of Q3 2017.

  • Portfolio Strategies (Washington) reported no remaining VanEck Intermediate Muni ETF position as of Q3 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 3,830 VanEck Intermediate Muni ETF shares in Q3 2017, an estimated $183K.
  • Portfolio Strategies (Washington) first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and held it in 2 quarters.
  • Portfolio Strategies (Washington)'s VanEck Intermediate Muni ETF position peaked at $183K in Q2 2017.
  • 128 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q3 2017, filed 14 Nov 2017.