AEPG
HYLD

American Economic Planning Group’s High Yield ETF HYLD Stock Holding History

American Economic Planning Group’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,154
Closed -$293K – 81
2017
Q2 		$293K Hold
8,154
– – 0.12% 56
2017
Q1 		$297K Hold
8,154
– – 0.12% 56
2016
Q4 		$283K Hold
8,154
– – 0.12% 47
2016
Q3 		$274K Hold
8,154
– – 0.11% 50
2016
Q2 		$274K Hold
8,154
– – 0.11% 43
2016
Q1 		$250K Hold
8,154
– – 0.1% 45
2015
Q4 		$283K Hold
8,154
– – 0.11% 42
2015
Q3 		$312K Hold
8,154
– – 0.14% 30
2015
Q2 		$338K Hold
8,154
– – 0.14% 31
2015
Q1 		$336K Buy
8,154
+1,904
+30% +$79.3K 0.13% 30
2014
Q4 		$282K Hold
6,250
– – 0.11% 32
2014
Q3 		$328K Buy
+6,250
New +$326K 0.13% 27

Other funds holding HYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

American Economic Planning Group's HYLD Position: Q3 2017 in Review

American Economic Planning Group sold out of High Yield ETF (HYLD) in Q3 2017, closing a stake of 8,154 shares — an estimated $293K sold.

American Economic Planning Group first reported a position in HYLD in Q3 2014 and held it in 12 quarters. The position peaked at $338K in Q2 2015. 35 funds tracked by Wall St. Rank hold HYLD as of Q3 2017.

  • American Economic Planning Group reported no remaining High Yield ETF position as of Q3 2017 after selling out during the quarter.
  • American Economic Planning Group sold 8,154 High Yield ETF shares in Q3 2017, an estimated $293K.
  • American Economic Planning Group first reported a position in High Yield ETF in Q3 2014 and held it in 12 quarters.
  • American Economic Planning Group's High Yield ETF position peaked at $338K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2017.

Based on American Economic Planning Group's 13F filing for Q3 2017, filed 27 Oct 2017.