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CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck Emerging Markets High Yield Bond ETF HYEM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio HYEM Stock Details HYEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,173
Closed -$266K – 127
2016
Q2 		$266K Sell
11,173
-4,461
-29% -$104K 0.04% 104
2016
Q1 		$359K Buy
15,634
+1,523
+11% +$33.6K 0.06% 96
2015
Q4 		$312K Sell
14,111
-13,647
-49% -$310K 0.05% 110
2015
Q3 		$626K Buy
27,758
+130
+0.5% +$3.04K 0.12% 94
2015
Q2 		$666K Buy
+27,628
New +$670K 0.13% 90
2013
Q4 		– Sell
-14,992
Closed -$378K – 82
2013
Q3 		$378K Buy
+14,992
New +$377K 0.1% 71

Other funds holding HYEM

HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's HYEM Position: Q3 2016 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of VanEck Emerging Markets High Yield Bond ETF (HYEM) in Q3 2016, closing a stake of 11,173 shares — an estimated $266K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HYEM in Q3 2013 and held it in 6 quarters. The position peaked at $666K in Q2 2015. 39 funds tracked by Wall St. Rank hold HYEM as of Q3 2016.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining VanEck Emerging Markets High Yield Bond ETF position as of Q3 2016 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,173 VanEck Emerging Markets High Yield Bond ETF shares in Q3 2016, an estimated $266K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck Emerging Markets High Yield Bond ETF in Q3 2013 and held it in 6 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's VanEck Emerging Markets High Yield Bond ETF position peaked at $666K in Q2 2015.
  • 39 funds tracked by Wall St. Rank held VanEck Emerging Markets High Yield Bond ETF as of Q3 2016.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.