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CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck International High Yield Bond ETF IHY Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio IHY Stock Details IHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-13,121
Closed -$350K – 83
2013
Q3 		$350K Buy
+13,121
New +$345K 0.1% 72

Other funds holding IHY

MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LWI
Long Wharf Investors Boston, Massachusetts $127M AUM 18.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IHY Position: Q4 2013 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of VanEck International High Yield Bond ETF (IHY) in Q4 2013, closing a stake of 13,121 shares — an estimated $350K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IHY in Q3 2013 and held it in 1 quarter. The position peaked at $350K in Q3 2013. 24 funds tracked by Wall St. Rank hold IHY as of Q4 2013.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining VanEck International High Yield Bond ETF position as of Q4 2013 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 13,121 VanEck International High Yield Bond ETF shares in Q4 2013, an estimated $350K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck International High Yield Bond ETF in Q3 2013 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's VanEck International High Yield Bond ETF position peaked at $350K in Q3 2013.
  • 24 funds tracked by Wall St. Rank held VanEck International High Yield Bond ETF as of Q4 2013.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2013, filed 31 Jan 2014.