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

Doyle Wealth Management’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-360	Closed	-$9K	–	665
2019 Q2	$9K	Buy	+360	New	+$8.94K	﹤0.01%	651
2019 Q1	–	Sell	-360	Closed	-$9K	–	647
2018 Q4	$9K	Buy	+360	New	+$8.68K	﹤0.01%	647

Other funds holding SHYD

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Doyle Wealth Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q3 2019, closing a stake of 360 shares — an estimated $9K sold.

Doyle Wealth Management first reported a position in SHYD in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 64 funds tracked by Wall St. Rank hold SHYD as of Q3 2019.

Doyle Wealth Management reported no remaining VanEck Short High Yield Muni ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 360 VanEck Short High Yield Muni ETF shares in Q3 2019, an estimated $9K.
Doyle Wealth Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's VanEck Short High Yield Muni ETF position peaked at $9K in Q2 2019.
64 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2019.

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