Beirne Wealth Consulting Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Beirne Wealth Consulting Services’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
2019 Q4	–	Sell	-3,501	Closed	-$226K	–	105
2019 Q3	$226K	Hold	3,501	–	–	0.19%	117
2019 Q2	$223K	Hold	3,501	–	–	0.2%	116
2019 Q1	$220K	Sell	3,501 -236	-6%	-$14.5K	0.17%	161
2018 Q4	$229K	Buy	+3,737	New	+$228K	0.19%	150

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Beirne Wealth Consulting Services's HYD Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of VanEck High Yield Muni ETF (HYD) in Q4 2019, closing a stake of 3,501 shares — an estimated $226K sold.

Beirne Wealth Consulting Services first reported a position in HYD in Q4 2018 and held it in 4 quarters. The position peaked at $229K in Q4 2018. 278 funds tracked by Wall St. Rank hold HYD as of Q4 2019.

Beirne Wealth Consulting Services reported no remaining VanEck High Yield Muni ETF position as of Q4 2019 after selling out during the quarter.
Beirne Wealth Consulting Services sold 3,501 VanEck High Yield Muni ETF shares in Q4 2019, an estimated $226K.
Beirne Wealth Consulting Services first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's VanEck High Yield Muni ETF position peaked at $229K in Q4 2018.
278 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.