AJ Wealth Strategies’s VanEck High Yield Muni ETF HYD Stock Holding History

AJ Wealth Strategies’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
2018 Q1	–	Sell	-31,064	Closed	-$1.94M	–	91
2017 Q4	$1.94M	Sell	31,064 -875	-3%	-$54.6K	0.48%	27
2017 Q3	$2M	Sell	31,939 -6,322	-17%	-$394K	0.65%	24
2017 Q2	$2.37M	Buy	38,261 +7,495	+24%	+$462K	0.9%	16
2017 Q1	$1.88M	Sell	30,766 -1,995	-6%	-$120K	0.82%	21
2016 Q4	$1.95M	Buy	+32,761	New	+$1.99M	1%	19

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AJ Wealth Strategies's HYD Position: Q1 2018 in Review

AJ Wealth Strategies sold out of VanEck High Yield Muni ETF (HYD) in Q1 2018, closing a stake of 31,064 shares — an estimated $1.94M sold.

AJ Wealth Strategies first reported a position in HYD in Q4 2016 and held it in 5 quarters. The position peaked at $2.37M in Q2 2017. 181 funds tracked by Wall St. Rank hold HYD as of Q1 2018.

AJ Wealth Strategies reported no remaining VanEck High Yield Muni ETF position as of Q1 2018 after selling out during the quarter.
AJ Wealth Strategies sold 31,064 VanEck High Yield Muni ETF shares in Q1 2018, an estimated $1.94M.
AJ Wealth Strategies first reported a position in VanEck High Yield Muni ETF in Q4 2016 and held it in 5 quarters.
AJ Wealth Strategies's VanEck High Yield Muni ETF position peaked at $2.37M in Q2 2017.
181 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2018.

Based on AJ Wealth Strategies's 13F filing for Q1 2018, filed 19 Jul 2018.