Private Capital Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Private Capital 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
2018 Q2	–	Sell	-1,626	Closed	-$77K	–	2191
2018 Q1	$77K	Buy	1,626 +1,604	+7,291%	+$75.7K	0.02%	505
2017 Q4	$100K	Buy	+22	New	+$1.06K	0.02%	412

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

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

OAM

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Private Capital Group's ITM Position: Q2 2018 in Review

Private Capital Group sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2018, closing a stake of 1,626 shares — an estimated $77K sold.

Private Capital Group first reported a position in ITM in Q4 2017 and held it in 2 quarters. The position peaked at $100K in Q4 2017. 150 funds tracked by Wall St. Rank hold ITM as of Q2 2018.

Private Capital Group reported no remaining VanEck Intermediate Muni ETF position as of Q2 2018 after selling out during the quarter.
Private Capital Group sold 1,626 VanEck Intermediate Muni ETF shares in Q2 2018, an estimated $77K.
Private Capital Group first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 2 quarters.
Private Capital Group's VanEck Intermediate Muni ETF position peaked at $100K in Q4 2017.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2018.

Based on Private Capital Group's 13F filing for Q2 2018, filed 9 Aug 2018.