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Cabot Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Cabot Wealth Management’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
2013
Q3 		– Sell
-27,016
Closed -$1.65M – 160
2013
Q2 		$1.65M Buy
+27,016
New +$1.75M 0.57% 73

Other funds holding HYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Cabot Wealth Management's HYD Position: Q3 2013 in Review

Cabot Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2013, closing a stake of 27,016 shares — an estimated $1.65M sold.

Cabot Wealth Management first reported a position in HYD in Q2 2013 and held it in 1 quarter. The position peaked at $1.65M in Q2 2013. 72 funds tracked by Wall St. Rank hold HYD as of Q3 2013.

  • Cabot Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 27,016 VanEck High Yield Muni ETF shares in Q3 2013, an estimated $1.65M.
  • Cabot Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's VanEck High Yield Muni ETF position peaked at $1.65M in Q2 2013.
  • 72 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.