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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return