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Clear Perspective Advisors’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Clear Perspective Advisors’s Portfolio VSHY Stock Details VSHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-136
Closed -$3K – 520
2017
Q4 		$3K Hold
136
– – ﹤0.01% 422
2017
Q3 		$3K Buy
+136
New +$3.42K ﹤0.01% 421

Other funds holding VSHY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Clear Perspective Advisors's VSHY Position: Q1 2018 in Review

Clear Perspective Advisors sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q1 2018, closing a stake of 136 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in VSHY in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 12 funds tracked by Wall St. Rank hold VSHY as of Q1 2018.

  • Clear Perspective Advisors reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 136 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q1 2018, an estimated $3K.
  • Clear Perspective Advisors first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q3 2017 and held it in 2 quarters.
  • Clear Perspective Advisors's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $3K in Q4 2017.
  • 12 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.