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VFS
VSR Financial Services’s
VanEck Intermediate Muni ETF
ITM
Stock Holding History
VSR Financial Services’s Portfolio
ITM Stock Details
ITM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q2
$355K
Sell
7,155
-1,450
-17%
-$71K
0.06%
336
2016
Q1
$417K
Sell
8,605
-387
-4%
-$18.7K
0.04%
359
2015
Q4
$431K
Sell
8,992
-30,134
-77%
-$1.43M
0.05%
350
2015
Q3
$1.85M
Buy
39,126
+31,521
+414%
+$1.47M
0.21%
122
2015
Q2
$353K
Sell
7,605
-150
-2%
-$7.02K
0.04%
411
2015
Q1
$369K
Hold
7,755
–
–
0.04%
401
2014
Q4
$367K
Sell
7,755
-200
-3%
-$9.43K
0.04%
383
2014
Q3
$373K
Hold
7,955
–
–
0.04%
399
2014
Q2
$370K
Hold
7,955
–
–
0.05%
381
2014
Q1
$362K
Sell
7,955
-205
-3%
-$9.28K
0.05%
392
2013
Q4
$359K
Buy
8,160
+375
+5%
+$16.7K
0.06%
382
2013
Q3
$347K
Sell
7,785
-210
-3%
-$9.19K
0.06%
351
2013
Q2
$352K
Buy
+7,995
New
+$372K
0.07%
330
Other funds holding ITM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
CAM
Caprin Asset Management
Henrico, Virginia
$64.1M AUM
9.09%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
BTS
BB&T Securities
Richmond, Virginia
$10.9B AUM
5.31%
1-Year Est. Return
CCP
Cardan Capital Partners
Denver, Colorado
$893M AUM
22.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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