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

Doyle 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
2019 Q3	–	Sell	-228	Closed	-$15K	–	429
2019 Q2	$15K	Buy	+228	New	+$14.4K	﹤0.01%	560
2019 Q1	–	Sell	-150	Closed	-$9K	–	413
2018 Q4	$9K	Buy	+150	New	+$9.14K	﹤0.01%	640

Other funds holding HYD

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Doyle Wealth Management's HYD Position: Q3 2019 in Review

Doyle Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2019, closing a stake of 228 shares — an estimated $15K sold.

Doyle Wealth Management first reported a position in HYD in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 231 funds tracked by Wall St. Rank hold HYD as of Q3 2019.

Doyle Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 228 VanEck High Yield Muni ETF shares in Q3 2019, an estimated $15K.
Doyle Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's VanEck High Yield Muni ETF position peaked at $15K in Q2 2019.
231 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.