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

Concert 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
2016 Q1	–	Sell	-3,573	Closed	-$221K	–	691
2015 Q4	$221K	Buy	+3,573	New	+$219K	0.03%	567
2015 Q2	–	Sell	-6,934	Closed	-$180K	–	707
2015 Q1	$180K	Buy	6,934 +2,407	+53%	+$150K	0.05%	397
2014 Q4	$279K	Buy	+4,527	New	+$279K	0.04%	477

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Concert Wealth Management's HYD Position: Q1 2016 in Review

Concert Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2016, closing a stake of 3,573 shares — an estimated $221K sold.

Concert Wealth Management first reported a position in HYD in Q4 2014 and held it in 3 quarters. The position peaked at $279K in Q4 2014. 122 funds tracked by Wall St. Rank hold HYD as of Q1 2016.

Concert Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2016 after selling out during the quarter.
Concert Wealth Management sold 3,573 VanEck High Yield Muni ETF shares in Q1 2016, an estimated $221K.
Concert Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2014 and held it in 3 quarters.
Concert Wealth Management's VanEck High Yield Muni ETF position peaked at $279K in Q4 2014.
122 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.