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D'Orazio & Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

D'Orazio & Associates’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
2017
Q4 		– Sell
-165
Closed -$10K – 331
2017
Q3 		$10K Hold
165
– – ﹤0.01% 196
2017
Q2 		$10K Buy
165
+30
+22% +$1.85K ﹤0.01% 231
2017
Q1 		$8K Buy
+135
New +$8.14K ﹤0.01% 229

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D'Orazio & Associates's HYD Position: Q4 2017 in Review

D'Orazio & Associates sold out of VanEck High Yield Muni ETF (HYD) in Q4 2017, closing a stake of 165 shares — an estimated $10K sold.

D'Orazio & Associates first reported a position in HYD in Q1 2017 and held it in 3 quarters. The position peaked at $10K in Q3 2017. 182 funds tracked by Wall St. Rank hold HYD as of Q4 2017.

  • D'Orazio & Associates reported no remaining VanEck High Yield Muni ETF position as of Q4 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 165 VanEck High Yield Muni ETF shares in Q4 2017, an estimated $10K.
  • D'Orazio & Associates first reported a position in VanEck High Yield Muni ETF in Q1 2017 and held it in 3 quarters.
  • D'Orazio & Associates's VanEck High Yield Muni ETF position peaked at $10K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2017.

Based on D'Orazio & Associates's 13F filing for Q4 2017, filed 6 Feb 2018.