West Family Investments’s VanEck CEF Muni Income ETF XMPT Stock Holding History

West Family Investments’s Portfolio XMPT Stock Details XMPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-20,995	Closed	-$599	–	115
2020 Q4	$599	Hold	20,995	–	–	0.18%	90
2020 Q3	$564K	Hold	20,995	–	–	0.21%	66
2020 Q2	$579K	Hold	20,995	–	–	0.14%	69
2020 Q1	$535K	Hold	20,995	–	–	0.21%	62
2019 Q4	$579K	Hold	20,995	–	–	0.14%	69
2019 Q3	$579K	Hold	20,995	–	–	0.14%	67
2019 Q2	$566K	Hold	20,995	–	–	0.14%	67
2019 Q1	$548K	Hold	20,995	–	–	0.14%	71
2018 Q4	$501K	Buy	+20,995	New	+$501K	0.13%	75

Other funds holding XMPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

West Family Investments's XMPT Position: Q1 2021 in Review

West Family Investments sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2021, closing a stake of 20,995 shares — an estimated $599 sold.

West Family Investments first reported a position in XMPT in Q4 2018 and held it in 9 quarters. The position peaked at $579K in Q2 2020. 44 funds tracked by Wall St. Rank hold XMPT as of Q1 2021.

West Family Investments reported no remaining VanEck CEF Muni Income ETF position as of Q1 2021 after selling out during the quarter.
West Family Investments sold 20,995 VanEck CEF Muni Income ETF shares in Q1 2021, an estimated $599.
West Family Investments first reported a position in VanEck CEF Muni Income ETF in Q4 2018 and held it in 9 quarters.
West Family Investments's VanEck CEF Muni Income ETF position peaked at $579K in Q2 2020.
44 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.