Blankinship & Foster’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Blankinship & Foster’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-39,936	Closed	-$967K	–	39
2018 Q1	$967K	Sell	39,936 -37,210	-48%	-$900K	0.64%	15
2017 Q4	$1.87M	Buy	+77,146	New	+$1.88M	1.18%	9

Other funds holding SHYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blankinship & Foster's SHYD Position: Q2 2018 in Review

Blankinship & Foster sold out of VanEck Short High Yield Muni ETF (SHYD) in Q2 2018, closing a stake of 39,936 shares — an estimated $967K sold.

Blankinship & Foster first reported a position in SHYD in Q4 2017 and held it in 2 quarters. The position peaked at $1.87M in Q4 2017. 45 funds tracked by Wall St. Rank hold SHYD as of Q2 2018.

Blankinship & Foster reported no remaining VanEck Short High Yield Muni ETF position as of Q2 2018 after selling out during the quarter.
Blankinship & Foster sold 39,936 VanEck Short High Yield Muni ETF shares in Q2 2018, an estimated $967K.
Blankinship & Foster first reported a position in VanEck Short High Yield Muni ETF in Q4 2017 and held it in 2 quarters.
Blankinship & Foster's VanEck Short High Yield Muni ETF position peaked at $1.87M in Q4 2017.
45 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2018.

Based on Blankinship & Foster's 13F filing for Q2 2018, filed 31 Jul 2018.