WealthOne’s VanEck Intermediate Muni ETF ITM Stock Holding History

WealthOne’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 Q1	–	Sell	-375	Closed	-$18K	–	304
2018 Q4	$18K	Buy	+375	New	+$17.5K	0.02%	299

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthOne's ITM Position: Q1 2019 in Review

WealthOne sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2019, closing a stake of 375 shares — an estimated $18K sold.

WealthOne first reported a position in ITM in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 147 funds tracked by Wall St. Rank hold ITM as of Q1 2019.

WealthOne reported no remaining VanEck Intermediate Muni ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 375 VanEck Intermediate Muni ETF shares in Q1 2019, an estimated $18K.
WealthOne first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 1 quarter.
WealthOne's VanEck Intermediate Muni ETF position peaked at $18K in Q4 2018.
147 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.