Sigma Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sigma Investment Management’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	$370K	Buy	7,793 +96	+1%	+$4.47K	0.3%	14
2018 Q3	$359K	Hold	7,697	–	–	0.29%	13
2018 Q2	$363K	Hold	7,697	–	–	0.3%	13
2018 Q1	$362K	Hold	7,697	–	–	0.3%	11
2017 Q4	$371K	Hold	7,697	–	–	0.31%	9
2017 Q3	$370K	Hold	7,697	–	–	0.32%	9
2017 Q2	$368K	Hold	7,697	–	–	0.32%	9
2017 Q1	$361K	Sell	7,697 -119,984	-94%	-$5.6M	0.32%	10
2016 Q4	$5.92M	Buy	+127,681	New	+$6.04M	5.15%	6

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

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 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 $162B AUM 16.35% 1-Year Est. Return

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

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

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

Sigma Investment Management's ITM Position: Q4 2018 in Review

Sigma Investment Management increased its VanEck Intermediate Muni ETF (ITM) stake by 1.2% in Q4 2018, buying an estimated $4.47K and bringing the position to 7,793 shares worth $370K. The position accounts for 0.3% of the portfolio, ranked #14.

Sigma Investment Management first reported a position in ITM in Q4 2016 and has held it in 9 quarters since. The position peaked at $5.92M in Q4 2016. 147 funds tracked by Wall St. Rank hold ITM as of Q4 2018.

Sigma Investment Management held 7,793 shares of VanEck Intermediate Muni ETF worth $370K as of Q4 2018.
Sigma Investment Management bought 96 VanEck Intermediate Muni ETF shares in Q4 2018, an estimated $4.47K.
VanEck Intermediate Muni ETF made up 0.3% of Sigma Investment Management's portfolio in Q4 2018, its #14 holding.
Sigma Investment Management first reported a position in VanEck Intermediate Muni ETF in Q4 2016 and has held it in 9 quarters since.
Sigma Investment Management's VanEck Intermediate Muni ETF position peaked at $5.92M in Q4 2016.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.