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

Circle 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
2019 Q3	–	Sell	-20,141	Closed	-$1.28M	–	169
2019 Q2	$1.28M	Buy	20,141 +211	+1%	+$13.3K	0.28%	52
2019 Q1	$1.25M	Hold	19,930	–	–	0.28%	57
2018 Q4	$1.22M	Buy	+19,930	New	+$1.21M	0.46%	26

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Circle Wealth Management's HYD Position: Q3 2019 in Review

Circle Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2019, closing a stake of 20,141 shares — an estimated $1.28M sold.

Circle Wealth Management first reported a position in HYD in Q4 2018 and held it in 3 quarters. The position peaked at $1.28M in Q2 2019. 231 funds tracked by Wall St. Rank hold HYD as of Q3 2019.

Circle Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2019 after selling out during the quarter.
Circle Wealth Management sold 20,141 VanEck High Yield Muni ETF shares in Q3 2019, an estimated $1.28M.
Circle Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 3 quarters.
Circle Wealth Management's VanEck High Yield Muni ETF position peaked at $1.28M in Q2 2019.
231 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2019.

Based on Circle Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.