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Concert Wealth Management’s State Street SPDR Nuveen ICE High Yield Municipal Bond ETF HYMB Stock Holding History

Concert Wealth Management’s Portfolio HYMB Stock Details HYMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,212
Closed -$36K – 673
2016
Q3 		$36K Buy
+1,212
New +$36K ﹤0.01% 850

Other funds holding HYMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Concert Wealth Management's HYMB Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Nuveen ICE High Yield Municipal Bond ETF (HYMB) in Q4 2016, closing a stake of 1,212 shares — an estimated $36K sold.

Concert Wealth Management first reported a position in HYMB in Q3 2016 and held it in 1 quarter. The position peaked at $36K in Q3 2016. 104 funds tracked by Wall St. Rank hold HYMB as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,212 State Street SPDR Nuveen ICE High Yield Municipal Bond ETF shares in Q4 2016, an estimated $36K.
  • Concert Wealth Management first reported a position in State Street SPDR Nuveen ICE High Yield Municipal Bond ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR Nuveen ICE High Yield Municipal Bond ETF position peaked at $36K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE High Yield Municipal Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.