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Brown, Lisle/Cummings’s VanEck High Yield Muni ETF HYD Stock Holding History

Brown, Lisle/Cummings’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
2023
Q3 		– Sell
-68
Closed -$3.49K – 559
2023
Q2 		$3.49K Buy
+68
New +$3.48K ﹤0.01% 496

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brown, Lisle/Cummings's HYD Position: Q3 2023 in Review

Brown, Lisle/Cummings sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 68 shares — an estimated $3.49K sold.

Brown, Lisle/Cummings first reported a position in HYD in Q2 2023 and held it in 1 quarter. The position peaked at $3.49K in Q2 2023. 287 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

  • Brown, Lisle/Cummings reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 68 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $3.49K.
  • Brown, Lisle/Cummings first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 1 quarter.
  • Brown, Lisle/Cummings's VanEck High Yield Muni ETF position peaked at $3.49K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2023, filed 1 Jul 2024.