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Transamerica Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Transamerica Financial 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
2019
Q3 		– Sell
-10
Closed -$1K – 311
2019
Q2 		$1K Buy
+10
New +$492 ﹤0.01% 470
2019
Q1 		– Sell
-10
Closed -$1K – 276
2018
Q4 		$1K Hold
10
– – ﹤0.01% 438
2018
Q3 		$1K Hold
10
– – ﹤0.01% 440
2018
Q2 		$1K Hold
10
– – ﹤0.01% 407
2018
Q1 		$1K Sell
10
-1,438
-99% -$67.9K ﹤0.01% 386
2017
Q4 		$70K Sell
1,448
-54,735
-97% -$2.63M 0.01% 230
2017
Q3 		$2.7M Sell
56,183
-4,501
-7% -$217K 0.33% 90
2017
Q2 		$2.9M Buy
60,684
+60,634
+121,268% +$2.89M 0.39% 76
2017
Q1 		$3K Sell
50
-30
-38% -$1.4K ﹤0.01% 271
2016
Q4 		$4K Sell
80
-29
-27% -$1.37K ﹤0.01% 264
2016
Q3 		$6K Sell
109
-9
-8% -$445 ﹤0.01% 274
2016
Q2 		$6K Sell
118
-285
-71% -$14K ﹤0.01% 264
2016
Q1 		$20K Sell
403
-89,434
-100% -$4.33M ﹤0.01% 482
2015
Q4 		$4.31M Sell
89,837
-13,169
-13% -$624K 0.32% 64
2015
Q3 		$4.87M Buy
103,006
+102,548
+22,390% +$4.79M 0.39% 43
2015
Q2 		$22K Sell
458
-14
-3% -$655 ﹤0.01% 548
2015
Q1 		$23K Sell
472
-140,426
-100% -$6.68M ﹤0.01% 522
2014
Q4 		$6.67M Buy
+140,898
New +$6.64M 0.52% 28

Other funds holding ITM

Bank of America
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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Transamerica Financial Advisors's ITM Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in ITM in Q4 2014 and held it in 18 quarters. The position peaked at $6.67M in Q4 2014. 144 funds tracked by Wall St. Rank hold ITM as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 10 VanEck Intermediate Muni ETF shares in Q3 2019, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2014 and held it in 18 quarters.
  • Transamerica Financial Advisors's VanEck Intermediate Muni ETF position peaked at $6.67M in Q4 2014.
  • 144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.