DT Investment Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

DT Investment Partners’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
2020 Q3	–	Sell	-9,500	Closed	-$563K	–	109
2020 Q2	$563K	Sell	9,500 -29,800	-76%	-$1.68M	0.07%	79
2020 Q1	$2.05M	Buy	+39,300	New	+$2.42M	0.33%	29
2015 Q3	–	Sell	-30,071	Closed	-$1.8M	–	81
2015 Q2	$1.8M	Buy	+30,071	New	+$1.85M	0.47%	19
2014 Q3	–	Sell	-9,971	Closed	-$601K	–	86
2014 Q2	$601K	Buy	+9,971	New	+$600K	0.21%	38

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NAM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

DT Investment Partners's HYD Position: Q3 2020 in Review

DT Investment Partners sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 9,500 shares — an estimated $563K sold.

DT Investment Partners first reported a position in HYD in Q2 2014 and held it in 4 quarters. The position peaked at $2.05M in Q1 2020. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

DT Investment Partners reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
DT Investment Partners sold 9,500 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $563K.
DT Investment Partners first reported a position in VanEck High Yield Muni ETF in Q2 2014 and held it in 4 quarters.
DT Investment Partners's VanEck High Yield Muni ETF position peaked at $2.05M in Q1 2020.
243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on DT Investment Partners's 13F filing for Q3 2020, filed 29 Oct 2020.