Rowland Carmichael Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Rowland Carmichael Advisors’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 Q4	–	Sell	-530	Closed	-$27K	–	384
2020 Q3	$27K	Hold	530	–	–	0.01%	306
2020 Q2	$27K	Hold	530	–	–	0.01%	299
2020 Q1	$26K	Hold	530	–	–	0.01%	279
2019 Q4	$27K	Hold	530	–	–	0.01%	319
2019 Q3	$27K	Hold	530	–	–	0.01%	319
2019 Q2	$26K	Hold	530	–	–	0.01%	296
2019 Q1	$26K	Hold	530	–	–	0.01%	294
2018 Q4	$25K	Buy	+530	New	+$24.7K	0.01%	268

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DBT

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

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Rowland Carmichael Advisors's ITM Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 530 shares — an estimated $27K sold.

Rowland Carmichael Advisors first reported a position in ITM in Q4 2018 and held it in 8 quarters. The position peaked at $27K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

Rowland Carmichael Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 530 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $27K.
Rowland Carmichael Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 8 quarters.
Rowland Carmichael Advisors's VanEck Intermediate Muni ETF position peaked at $27K in Q3 2020.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.