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Avalon Capital Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Avalon Capital Management’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-24,878
Closed -$700K – 83
2014
Q2 		$700K Sell
24,878
-3,870
-13% -$108K 0.58% 63
2014
Q1 		$786K Buy
+28,748
New +$768K 0.64% 62

Other funds holding HYMB

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Avalon Capital Management's HYMB Position: Q3 2014 in Review

Avalon Capital Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q3 2014, closing a stake of 24,878 shares — an estimated $700K sold.

Avalon Capital Management first reported a position in HYMB in Q1 2014 and held it in 2 quarters. The position peaked at $786K in Q1 2014. 51 funds tracked by Wall St. Rank hold HYMB as of Q3 2014.

  • Avalon Capital Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Avalon Capital Management sold 24,878 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q3 2014, an estimated $700K.
  • Avalon Capital Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q1 2014 and held it in 2 quarters.
  • Avalon Capital Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $786K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q3 2014.

Based on Avalon Capital Management's 13F filing for Q3 2014, filed 10 Nov 2014.