WI
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Wintrust Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wintrust Investments’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
2016
Q3 		– Sell
-11,050
Closed -$78K – 207
2016
Q2 		$78K Buy
+11,050
New +$541K 0.15% 53

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wintrust Investments's ITM Position: Q3 2016 in Review

Wintrust Investments sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2016, closing a stake of 11,050 shares — an estimated $78K sold.

Wintrust Investments first reported a position in ITM in Q2 2016 and held it in 1 quarter. The position peaked at $78K in Q2 2016. 105 funds tracked by Wall St. Rank hold ITM as of Q3 2016.

  • Wintrust Investments reported no remaining VanEck Intermediate Muni ETF position as of Q3 2016 after selling out during the quarter.
  • Wintrust Investments sold 11,050 VanEck Intermediate Muni ETF shares in Q3 2016, an estimated $78K.
  • Wintrust Investments first reported a position in VanEck Intermediate Muni ETF in Q2 2016 and held it in 1 quarter.
  • Wintrust Investments's VanEck Intermediate Muni ETF position peaked at $78K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2016.

Based on Wintrust Investments's 13F filing for Q3 2016, filed 15 Nov 2016.