Avalon Capital Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Avalon Capital Management’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
2017 Q1	–	Sell	-4,627	Closed	-$275K	–	90
2016 Q4	$275K	Buy	+4,627	New	+$281K	0.21%	69
2015 Q2	–	Sell	-29,054	Closed	-$1.82M	–	70
2015 Q1	$1.82M	Sell	29,054 -7,193	-20%	-$448K	1.47%	31
2014 Q4	$2.24M	Buy	+36,247	New	+$2.24M	1.72%	23
2014 Q1	–	Sell	-6,513	Closed	-$368K	–	111
2013 Q4	$368K	Buy	+6,513	New	+$374K	0.31%	80
2013 Q3	–	Sell	-20,305	Closed	-$1.24M	–	87
2013 Q2	$1.24M	Buy	+20,305	New	+$1.32M	1.22%	23

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Avalon Capital Management's HYD Position: Q1 2017 in Review

Avalon Capital Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2017, closing a stake of 4,627 shares — an estimated $275K sold.

Avalon Capital Management first reported a position in HYD in Q2 2013 and held it in 5 quarters. The position peaked at $2.24M in Q4 2014. 153 funds tracked by Wall St. Rank hold HYD as of Q1 2017.

Avalon Capital Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2017 after selling out during the quarter.
Avalon Capital Management sold 4,627 VanEck High Yield Muni ETF shares in Q1 2017, an estimated $275K.
Avalon Capital Management first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 5 quarters.
Avalon Capital Management's VanEck High Yield Muni ETF position peaked at $2.24M in Q4 2014.
153 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2017.

Based on Avalon Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.