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Bay Harbor Wealth Management’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Bay Harbor Wealth Management’s Portfolio ANGL Stock Details ANGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-415
Closed -$12K – 335
2019
Q3 		$12K Hold
415
– – 0.01% 229
2019
Q2 		$12K Hold
415
– – 0.01% 229
2019
Q1 		$12K Hold
415
– – 0.01% 259
2018
Q4 		$11K Buy
+415
New +$11.6K 0.01% 244

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CCP
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CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bay Harbor Wealth Management's ANGL Position: Q4 2019 in Review

Bay Harbor Wealth Management sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2019, closing a stake of 415 shares — an estimated $12K sold.

Bay Harbor Wealth Management first reported a position in ANGL in Q4 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2019. 170 funds tracked by Wall St. Rank hold ANGL as of Q4 2019.

  • Bay Harbor Wealth Management reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 415 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2019, an estimated $12K.
  • Bay Harbor Wealth Management first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q4 2018 and held it in 4 quarters.
  • Bay Harbor Wealth Management's VanEck Fallen Angel High Yield Bond ETF position peaked at $12K in Q3 2019.
  • 170 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.