Quantum Capital Management (California)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Quantum Capital Management (California)’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
2020 Q3	$140K	Buy	2,748 +50	+2%	+$2.58K	0.16%	87
2020 Q2	$137K	Hold	2,698	–	–	0.08%	134
2020 Q1	$133K	Buy	2,698 +719	+36%	+$36K	0.09%	147
2019 Q4	$99K	Buy	1,979 +275	+16%	+$13.8K	0.05%	202
2019 Q3	$86K	Buy	+1,704	New	+$85.9K	0.04%	226
2014 Q1	–	Sell	-750	Closed	-$33K	–	198
2013 Q4	$33K	Hold	750	–	–	0.01%	189
2013 Q3	$33K	Buy	+750	New	+$32.8K	0.01%	180

Other funds holding ITM

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Quantum Capital Management (California)'s ITM Position: Q3 2020 in Review

Quantum Capital Management (California) increased its VanEck Intermediate Muni ETF (ITM) stake by 1.9% in Q3 2020, buying an estimated $2.58K and bringing the position to 2,748 shares worth $140K. The position accounts for 0.16% of the portfolio, ranked #87.

Quantum Capital Management (California) first reported a position in ITM in Q3 2013 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold ITM as of Q3 2020.

Quantum Capital Management (California) held 2,748 shares of VanEck Intermediate Muni ETF worth $140K as of Q3 2020.
Quantum Capital Management (California) bought 50 VanEck Intermediate Muni ETF shares in Q3 2020, an estimated $2.58K.
VanEck Intermediate Muni ETF made up 0.16% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #87 holding.
Quantum Capital Management (California) first reported a position in VanEck Intermediate Muni ETF in Q3 2013 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.