RWA Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

RWA Wealth Partners’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 Q4	–	Sell	-7,500	Closed	-$350K	–	236
2018 Q3	$350K	Hold	7,500	–	–	0.04%	175
2018 Q2	$353K	Hold	7,500	–	–	0.04%	180
2018 Q1	$353K	Hold	7,500	–	–	0.05%	153
2017 Q4	$361K	Hold	7,500	–	–	0.04%	180
2017 Q3	$361K	Hold	7,500	–	–	0.04%	175
2017 Q2	$359K	Hold	7,500	–	–	0.04%	148
2017 Q1	$352K	Buy	+7,500	New	+$350K	0.05%	146

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

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

OAM

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

BTS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

RWA Wealth Partners's ITM Position: Q4 2018 in Review

RWA Wealth Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2018, closing a stake of 7,500 shares — an estimated $350K sold.

RWA Wealth Partners first reported a position in ITM in Q1 2017 and held it in 7 quarters. The position peaked at $361K in Q4 2017. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

RWA Wealth Partners reported no remaining VanEck Intermediate Muni ETF position as of Q4 2018 after selling out during the quarter.
RWA Wealth Partners sold 7,500 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $350K.
RWA Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q1 2017 and held it in 7 quarters.
RWA Wealth Partners's VanEck Intermediate Muni ETF position peaked at $361K in Q4 2017.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on RWA Wealth Partners's 13F filing for Q4 2018, filed 25 Jan 2019.