ARS Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

ARS Wealth Advisors’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 Q3	–	Sell	-3,840	Closed	-$230K	–	77
2015 Q2	$230K	Sell	3,840 -1,410	-27%	-$87K	0.1%	63
2015 Q1	$329K	Hold	5,250	–	–	0.14%	53
2014 Q4	$324K	Buy	+5,250	New	+$324K	0.14%	50

Other funds holding HYD

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

RBA

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

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

ARS Wealth Advisors's HYD Position: Q3 2015 in Review

ARS Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2015, closing a stake of 3,840 shares — an estimated $230K sold.

ARS Wealth Advisors first reported a position in HYD in Q4 2014 and held it in 3 quarters. The position peaked at $329K in Q1 2015. 107 funds tracked by Wall St. Rank hold HYD as of Q3 2015.

ARS Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2015 after selling out during the quarter.
ARS Wealth Advisors sold 3,840 VanEck High Yield Muni ETF shares in Q3 2015, an estimated $230K.
ARS Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2014 and held it in 3 quarters.
ARS Wealth Advisors's VanEck High Yield Muni ETF position peaked at $329K in Q1 2015.
107 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2015.

Based on ARS Wealth Advisors's 13F filing for Q3 2015, filed 11 Jun 2021.