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Bogart Wealth LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

Bogart Wealth LLC’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
2021
Q1 		– Sell
-470
Closed -$28K – 647
2020
Q4 		$28K Hold
470
– – 0.01% 241
2020
Q3 		$28K Buy
+470
New +$28.1K 0.01% 231

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bogart Wealth LLC's HYD Position: Q1 2021 in Review

Bogart Wealth LLC sold out of VanEck High Yield Muni ETF (HYD) in Q1 2021, closing a stake of 470 shares — an estimated $28K sold.

Bogart Wealth LLC first reported a position in HYD in Q3 2020 and held it in 2 quarters. The position peaked at $28K in Q4 2020. 271 funds tracked by Wall St. Rank hold HYD as of Q1 2021.

  • Bogart Wealth LLC reported no remaining VanEck High Yield Muni ETF position as of Q1 2021 after selling out during the quarter.
  • Bogart Wealth LLC sold 470 VanEck High Yield Muni ETF shares in Q1 2021, an estimated $28K.
  • Bogart Wealth LLC first reported a position in VanEck High Yield Muni ETF in Q3 2020 and held it in 2 quarters.
  • Bogart Wealth LLC's VanEck High Yield Muni ETF position peaked at $28K in Q4 2020.
  • 271 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2021.

Based on Bogart Wealth LLC's 13F filing for Q1 2021, filed 16 Apr 2021.