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

Private Wealth 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 Q4	–	Sell	-82,556	Closed	-$4.15M	–	33
2019 Q3	$4.15M	Sell	82,556 -105	-0.1%	-$5.29K	3.72%	9
2019 Q2	$4.11M	Sell	82,661 -4,605	-5%	-$227K	3.74%	9
2019 Q1	$4.26M	Sell	87,266 -262	-0.3%	-$12.6K	3.91%	8
2018 Q4	$4.16M	Buy	+87,528	New	+$4.08M	4.08%	5
2018 Q3	–	Sell	-92,365	Closed	-$4.35M	–	26
2018 Q2	$4.35M	Buy	+92,365	New	+$4.33M	4.15%	9
2018 Q1	–	Sell	-87,987	Closed	-$4.24M	–	22
2017 Q4	$4.24M	Buy	+87,987	New	+$4.24M	4.88%	8

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Wealth Group's ITM Position: Q4 2019 in Review

Private Wealth Group sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2019, closing a stake of 82,556 shares — an estimated $4.15M sold.

Private Wealth Group first reported a position in ITM in Q4 2017 and held it in 6 quarters. The position peaked at $4.35M in Q2 2018. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2019.

Private Wealth Group reported no remaining VanEck Intermediate Muni ETF position as of Q4 2019 after selling out during the quarter.
Private Wealth Group sold 82,556 VanEck Intermediate Muni ETF shares in Q4 2019, an estimated $4.15M.
Private Wealth Group first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 6 quarters.
Private Wealth Group's VanEck Intermediate Muni ETF position peaked at $4.35M in Q2 2018.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2019.

Based on Private Wealth Group's 13F filing for Q4 2019, filed 21 Jan 2020.