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Yellowstone Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Yellowstone Partners’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
Q1 		– Sell
-6,299
Closed -$302K – 234
2015
Q4 		$302K Sell
6,299
-1,100
-15% -$52.1K 0.14% 131
2015
Q3 		$350K Buy
7,399
+894
+14% +$41.7K 0.17% 113
2015
Q2 		$302K Buy
+6,505
New +$304K 0.14% 137
2014
Q3 		– Sell
-4,848
Closed -$225K – 197
2014
Q2 		$225K Buy
+4,848
New +$224K 0.13% 143

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Yellowstone Partners's ITM Position: Q1 2016 in Review

Yellowstone Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2016, closing a stake of 6,299 shares — an estimated $302K sold.

Yellowstone Partners first reported a position in ITM in Q2 2014 and held it in 4 quarters. The position peaked at $350K in Q3 2015. 99 funds tracked by Wall St. Rank hold ITM as of Q1 2016.

  • Yellowstone Partners reported no remaining VanEck Intermediate Muni ETF position as of Q1 2016 after selling out during the quarter.
  • Yellowstone Partners sold 6,299 VanEck Intermediate Muni ETF shares in Q1 2016, an estimated $302K.
  • Yellowstone Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2014 and held it in 4 quarters.
  • Yellowstone Partners's VanEck Intermediate Muni ETF position peaked at $350K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2016.

Based on Yellowstone Partners's 13F filing for Q1 2016, filed 17 Aug 2016.