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Advisor Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Advisor Group’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
2019
Q4 		$3.96M Buy
61,761
+4,484
+8% +$288K 0.03% 493
2019
Q3 		$3.69M Buy
57,277
+3,591
+7% +$230K 0.03% 521
2019
Q2 		$3.42M Buy
53,686
+5,411
+11% +$341K 0.03% 539
2019
Q1 		$3.03M Buy
48,275
+1,604
+3% +$98.8K 0.02% 547
2018
Q4 		$2.85M Sell
46,671
-59,359
-56% -$3.62M 0.03% 494
2018
Q3 		$6.6M Sell
106,030
-124,896
-54% -$7.83M 0.07% 243
2018
Q2 		$14.5M Buy
230,926
+129,414
+127% +$8.08M 0.2% 98
2018
Q1 		$6.29M Buy
101,512
+61,172
+152% +$3.79M 0.09% 208
2017
Q4 		$2.52M Sell
40,340
-781
-2% -$48.8K 0.03% 480
2017
Q3 		$2.58M Sell
41,121
-73,877
-64% -$4.6M 0.04% 420
2017
Q2 		$7.11M Buy
114,998
+80,315
+232% +$4.96M 0.12% 165
2017
Q1 		$2.12M Buy
34,683
+10,445
+43% +$630K 0.04% 438
2016
Q4 		$1.44M Sell
24,238
-34,228
-59% -$2.08M 0.03% 521
2016
Q3 		$3.77M Sell
58,466
-30,134
-34% -$1.95M 0.09% 246
2016
Q2 		$5.72M Buy
+88,600
New +$5.62M 0.15% 154

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group's HYD Position: Q4 2019 in Review

Advisor Group increased its VanEck High Yield Muni ETF (HYD) stake by 7.8% in Q4 2019, buying an estimated $288K and bringing the position to 61,761 shares worth $3.96M. The position accounts for 0.03% of the portfolio, ranked #493.

Advisor Group first reported a position in HYD in Q2 2016 and has held it in 15 quarters since. The position peaked at $14.5M in Q2 2018. 278 funds tracked by Wall St. Rank hold HYD as of Q4 2019.

  • Advisor Group held 61,761 shares of VanEck High Yield Muni ETF worth $3.96M as of Q4 2019.
  • Advisor Group bought 4,484 VanEck High Yield Muni ETF shares in Q4 2019, an estimated $288K.
  • VanEck High Yield Muni ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #493 holding.
  • Advisor Group first reported a position in VanEck High Yield Muni ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's VanEck High Yield Muni ETF position peaked at $14.5M in Q2 2018.
  • 278 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.