VIA
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Vantage Investment Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Vantage Investment 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
2018
Q3 		$554K Buy
11,885
+66
+0.6% +$3.1K 0.12% 91
2018
Q2 		$557K Hold
11,819
– – 0.14% 83
2018
Q1 		$556K Buy
11,819
+455
+4% +$21.5K 0.14% 82
2017
Q4 		$547K Buy
11,364
+4,085
+56% +$197K 0.13% 90
2017
Q3 		$350K Buy
7,279
+95
+1% +$4.58K 0.09% 106
2017
Q2 		$344K Buy
7,184
+207
+3% +$9.87K 0.1% 102
2017
Q1 		$327K Sell
6,977
-824
-11% -$38.5K 0.11% 106
2016
Q4 		$362K Hold
7,801
– – 0.15% 94
2016
Q3 		$384K Buy
7,801
+5,601
+255% +$277K 0.17% 81
2016
Q2 		$109K Hold
2,200
– – 0.05% 163
2016
Q1 		$107K Hold
2,200
– – 0.05% 155
2015
Q4 		$105K Hold
2,200
– – 0.05% 154
2015
Q3 		$104K Hold
2,200
– – 0.06% 146
2015
Q2 		$102K Sell
2,200
-4,400
-67% -$206K 0.06% 161
2015
Q1 		$314K Buy
6,600
+4,400
+200% +$209K 0.09% 124
2014
Q4 		$104K Hold
2,200
– – 0.06% 158
2014
Q3 		$103K Hold
2,200
– – 0.06% 154
2014
Q2 		$102K Hold
2,200
– – 0.06% 162
2014
Q1 		$100K Hold
2,200
– – 0.07% 162
2013
Q4 		$97K Buy
+2,200
New +$97.9K 0.07% 158

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantage Investment Advisors's ITM Position: Q3 2018 in Review

Vantage Investment Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 0.56% in Q3 2018, buying an estimated $3.1K and bringing the position to 11,885 shares worth $554K. The position accounts for 0.12% of the portfolio, ranked #91.

Vantage Investment Advisors first reported a position in ITM in Q4 2013 and has held it in 20 quarters since. The position peaked at $557K in Q2 2018. 131 funds tracked by Wall St. Rank hold ITM as of Q3 2018.

  • Vantage Investment Advisors held 11,885 shares of VanEck Intermediate Muni ETF worth $554K as of Q3 2018.
  • Vantage Investment Advisors bought 66 VanEck Intermediate Muni ETF shares in Q3 2018, an estimated $3.1K.
  • VanEck Intermediate Muni ETF made up 0.12% of Vantage Investment Advisors's portfolio in Q3 2018, its #91 holding.
  • Vantage Investment Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's VanEck Intermediate Muni ETF position peaked at $557K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.