Acuity Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Acuity Investment Management’s Portfolio HYD Stock Details HYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$492K	Sell	7,858 -4,092	-34%	-$255K	0.69%	49
2014 Q4	$737K	Sell	11,950 -450	-4%	-$27.8K	0.59%	34
2014 Q3	$763K	Sell	12,400 -17,450	-58%	-$1.05M	0.59%	39
2014 Q2	$1.8M	Hold	29,850	–	–	1.23%	15
2014 Q1	$1.76M	Hold	29,850	–	–	0.96%	29
2013 Q4	$1.69M	Sell	29,850 -69,300	-70%	-$3.98M	0.67%	41
2013 Q3	$5.79M	Buy	+99,150	New	+$5.8M	0.79%	27

Other funds holding HYD

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acuity Investment Management's HYD Position: Q1 2015 in Review

Acuity Investment Management reduced its VanEck High Yield Muni ETF (HYD) stake by 34% in Q1 2015, selling an estimated $255K and leaving 7,858 shares worth $492K. The position accounts for 0.69% of the portfolio, ranked #49.

Acuity Investment Management first reported a position in HYD in Q3 2013 and has held it in 7 quarters since. The position peaked at $5.79M in Q3 2013. 117 funds tracked by Wall St. Rank hold HYD as of Q1 2015.

Acuity Investment Management held 7,858 shares of VanEck High Yield Muni ETF worth $492K as of Q1 2015.
Acuity Investment Management sold 4,092 VanEck High Yield Muni ETF shares in Q1 2015, an estimated $255K.
VanEck High Yield Muni ETF made up 0.69% of Acuity Investment Management's portfolio in Q1 2015, its #49 holding.
Acuity Investment Management first reported a position in VanEck High Yield Muni ETF in Q3 2013 and has held it in 7 quarters since.
Acuity Investment Management's VanEck High Yield Muni ETF position peaked at $5.79M in Q3 2013.
117 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.