CPRC
HYD icon

Consolidated Portfolio Review Corp’s VanEck High Yield Muni ETF HYD Stock Holding History

Consolidated Portfolio Review Corp’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
2023
Q3 		– Sell
-4,715
Closed -$242K – 321
2023
Q2 		$242K Buy
+4,715
New +$242K 0.06% 272

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Consolidated Portfolio Review Corp's HYD Position: Q3 2023 in Review

Consolidated Portfolio Review Corp sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 4,715 shares — an estimated $242K sold.

Consolidated Portfolio Review Corp first reported a position in HYD in Q2 2023 and held it in 1 quarter. The position peaked at $242K in Q2 2023. 288 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

  • Consolidated Portfolio Review Corp reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 4,715 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $242K.
  • Consolidated Portfolio Review Corp first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's VanEck High Yield Muni ETF position peaked at $242K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2023, filed 13 Nov 2023.