TCM
VMM

Twele Capital Management’s Delaware Investments Minnesota Municipal Income Fund II VMM Stock Holding History

Twele Capital Management’s Portfolio VMM Stock Details VMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,945
Closed -$167K – 67
2013
Q3 		$167K Hold
12,945
– – 0.05% 61
2013
Q2 		$177K Buy
+12,945
New +$189K 0.06% 57

Other funds holding VMM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Twele Capital Management's VMM Position: Q4 2013 in Review

Twele Capital Management sold out of Delaware Investments Minnesota Municipal Income Fund II (VMM) in Q4 2013, closing a stake of 12,945 shares — an estimated $167K sold.

Twele Capital Management first reported a position in VMM in Q2 2013 and held it in 2 quarters. The position peaked at $177K in Q2 2013. 23 funds tracked by Wall St. Rank hold VMM as of Q4 2013.

  • Twele Capital Management reported no remaining Delaware Investments Minnesota Municipal Income Fund II position as of Q4 2013 after selling out during the quarter.
  • Twele Capital Management sold 12,945 Delaware Investments Minnesota Municipal Income Fund II shares in Q4 2013, an estimated $167K.
  • Twele Capital Management first reported a position in Delaware Investments Minnesota Municipal Income Fund II in Q2 2013 and held it in 2 quarters.
  • Twele Capital Management's Delaware Investments Minnesota Municipal Income Fund II position peaked at $177K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Delaware Investments Minnesota Municipal Income Fund II as of Q4 2013.

Based on Twele Capital Management's 13F filing for Q4 2013, filed 9 Jan 2014.