Calton & Associates’s High Yield ETF HYLD Stock Holding History

Calton & Associates’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-206	Closed	-$7K	–	1354
2017 Q4	$7K	Buy	+206	New	+$7.46K	﹤0.01%	1181

Other funds holding HYLD

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

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Calton & Associates's HYLD Position: Q1 2018 in Review

Calton & Associates sold out of High Yield ETF (HYLD) in Q1 2018, closing a stake of 206 shares — an estimated $7K sold.

Calton & Associates first reported a position in HYLD in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 37 funds tracked by Wall St. Rank hold HYLD as of Q1 2018.

Calton & Associates reported no remaining High Yield ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 206 High Yield ETF shares in Q1 2018, an estimated $7K.
Calton & Associates first reported a position in High Yield ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's High Yield ETF position peaked at $7K in Q4 2017.
37 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.