Burt Wealth Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Burt Wealth Advisors’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
2019 Q1	–	Sell	-4,618	Closed	-$112K	–	375
2018 Q4	$112K	Sell	4,618 -1,352	-23%	-$32.6K	0.05%	116
2018 Q3	$145K	Buy	+5,970	New	+$146K	0.07%	106

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

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

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

MWC

MBM Wealth Consultants Chesterfield, Missouri $436M AUM 14.19% 1-Year Est. Return

Burt Wealth Advisors's SHYD Position: Q1 2019 in Review

Burt Wealth Advisors sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2019, closing a stake of 4,618 shares — an estimated $112K sold.

Burt Wealth Advisors first reported a position in SHYD in Q3 2018 and held it in 2 quarters. The position peaked at $145K in Q3 2018. 57 funds tracked by Wall St. Rank hold SHYD as of Q1 2019.

Burt Wealth Advisors reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2019 after selling out during the quarter.
Burt Wealth Advisors sold 4,618 VanEck Short High Yield Muni ETF shares in Q1 2019, an estimated $112K.
Burt Wealth Advisors first reported a position in VanEck Short High Yield Muni ETF in Q3 2018 and held it in 2 quarters.
Burt Wealth Advisors's VanEck Short High Yield Muni ETF position peaked at $145K in Q3 2018.
57 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.