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

Vista 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
2019 Q2	–	Sell	-4,810	Closed	-$235K	–	138
2019 Q1	$235K	Hold	4,810	–	–	0.21%	123
2018 Q4	$228K	Buy	+4,810	New	+$224K	0.23%	119
2018 Q1	–	Sell	-8,475	Closed	-$408K	–	137
2017 Q4	$408K	Buy	+8,475	New	+$408K	0.43%	83

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Vista Investment Management's ITM Position: Q2 2019 in Review

Vista Investment Management sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2019, closing a stake of 4,810 shares — an estimated $235K sold.

Vista Investment Management first reported a position in ITM in Q4 2017 and held it in 3 quarters. The position peaked at $408K in Q4 2017. 144 funds tracked by Wall St. Rank hold ITM as of Q2 2019.

Vista Investment Management reported no remaining VanEck Intermediate Muni ETF position as of Q2 2019 after selling out during the quarter.
Vista Investment Management sold 4,810 VanEck Intermediate Muni ETF shares in Q2 2019, an estimated $235K.
Vista Investment Management first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 3 quarters.
Vista Investment Management's VanEck Intermediate Muni ETF position peaked at $408K in Q4 2017.
144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2019.

Based on Vista Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.