Rockefeller Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Rockefeller Financial Services’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 Q4	$488K	Hold	10,132	–	–	0.01%	284
2017 Q3	$487K	Hold	10,132	–	–	0.01%	265
2017 Q2	$485K	Hold	10,132	–	–	0.01%	233
2017 Q1	$475K	Hold	10,132	–	–	0.01%	244
2016 Q4	$470K	Hold	10,132	–	–	0.01%	257
2016 Q3	$498K	Hold	10,132	–	–	0.01%	239
2016 Q2	$503K	Sell	10,132 -915	-8%	-$44.8K	0.01%	249
2016 Q1	$535K	Sell	11,047 -538	-5%	-$26.1K	0.01%	241
2015 Q4	$555K	Hold	11,585	–	–	0.01%	242
2015 Q3	$547K	Hold	11,585	–	–	0.01%	234
2015 Q2	$538K	Hold	11,585	–	–	0.01%	235
2015 Q1	$552K	Buy	+11,585	New	+$551K	0.01%	238
2014 Q4	–	Sell	-11,585	Closed	-$543K	–	499
2014 Q3	$543K	Hold	11,585	–	–	0.01%	243
2014 Q2	$539K	Hold	11,585	–	–	0.01%	257
2014 Q1	$528K	Hold	11,585	–	–	0.01%	251
2013 Q4	$510K	Hold	11,585	–	–	0.01%	265
2013 Q3	$517K	Hold	11,585	–	–	0.01%	260
2013 Q2	$511K	Buy	+11,585	New	+$539K	0.01%	252

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

OAM

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

AWS

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

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

Rockefeller Financial Services's ITM Position: Q4 2017 in Review

Rockefeller Financial Services held its VanEck Intermediate Muni ETF (ITM) position steady in Q4 2017 at 10,132 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #284.

Rockefeller Financial Services first reported a position in ITM in Q2 2013 and has held it in 18 quarters since. The position peaked at $555K in Q4 2015. 150 funds tracked by Wall St. Rank hold ITM as of Q4 2017.

Rockefeller Financial Services held 10,132 shares of VanEck Intermediate Muni ETF worth $488K as of Q4 2017.
Rockefeller Financial Services left its VanEck Intermediate Muni ETF share count unchanged in Q4 2017.
VanEck Intermediate Muni ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #284 holding.
Rockefeller Financial Services first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's VanEck Intermediate Muni ETF position peaked at $555K in Q4 2015.
150 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.