American Economic Planning Group’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

American Economic Planning Group’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,122	Closed	-$217K	–	79
2016 Q4	$217K	Buy	+9,122	New	+$222K	0.09%	55
2016 Q3	–	Sell	-8,699	Closed	-$221K	–	63
2016 Q2	$221K	Buy	+8,699	New	+$219K	0.09%	53

Other funds holding SHYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

American Economic Planning Group's SHYD Position: Q1 2017 in Review

American Economic Planning Group sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2017, closing a stake of 9,122 shares — an estimated $217K sold.

American Economic Planning Group first reported a position in SHYD in Q2 2016 and held it in 2 quarters. The position peaked at $221K in Q2 2016. 35 funds tracked by Wall St. Rank hold SHYD as of Q1 2017.

American Economic Planning Group reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2017 after selling out during the quarter.
American Economic Planning Group sold 9,122 VanEck Short High Yield Muni ETF shares in Q1 2017, an estimated $217K.
American Economic Planning Group first reported a position in VanEck Short High Yield Muni ETF in Q2 2016 and held it in 2 quarters.
American Economic Planning Group's VanEck Short High Yield Muni ETF position peaked at $221K in Q2 2016.
35 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2017.

Based on American Economic Planning Group's 13F filing for Q1 2017, filed 20 Apr 2017.