WFG Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

WFG 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
2017 Q2	$58K	Buy	+1,215	New	+$57.9K	0.01%	666
2017 Q1	–	Sell	-1,202	Closed	-$56K	–	1575
2016 Q4	$56K	Buy	+1,202	New	+$56.9K	0.01%	691
2014 Q1	–	Sell	-815	Closed	-$36K	–	2102
2013 Q4	$36K	Buy	+815	New	+$36.3K	0.01%	1120

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

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

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

BTS

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

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

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WFG Advisors's ITM Position: Q2 2017 in Review

WFG Advisors opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2017: 1,215 shares worth $58K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: WFG Advisors previously reported a position in ITM as recently as Q4 2016.

WFG Advisors first reported a position in ITM in Q4 2013 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold ITM as of Q2 2017.

WFG Advisors held 1,215 shares of VanEck Intermediate Muni ETF worth $58K as of Q2 2017.
VanEck Intermediate Muni ETF was a new WFG Advisors position in Q2 2017.
VanEck Intermediate Muni ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #666 holding.
WFG Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2013 and has held it in 3 quarters since.
125 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.