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Essex Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Essex Financial Services’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
2013
Q4 		– Sell
-11,285
Closed -$660K – 291
2013
Q3 		$660K Hold
11,285
– – 0.21% 104
2013
Q2 		$690K Buy
+11,285
New +$732K 0.24% 99

Other funds holding HYD

Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Essex Financial Services's HYD Position: Q4 2013 in Review

Essex Financial Services sold out of VanEck High Yield Muni ETF (HYD) in Q4 2013, closing a stake of 11,285 shares — an estimated $660K sold.

Essex Financial Services first reported a position in HYD in Q2 2013 and held it in 2 quarters. The position peaked at $690K in Q2 2013. 76 funds tracked by Wall St. Rank hold HYD as of Q4 2013.

  • Essex Financial Services reported no remaining VanEck High Yield Muni ETF position as of Q4 2013 after selling out during the quarter.
  • Essex Financial Services sold 11,285 VanEck High Yield Muni ETF shares in Q4 2013, an estimated $660K.
  • Essex Financial Services first reported a position in VanEck High Yield Muni ETF in Q2 2013 and held it in 2 quarters.
  • Essex Financial Services's VanEck High Yield Muni ETF position peaked at $690K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2013.

Based on Essex Financial Services's 13F filing for Q4 2013, filed 11 Feb 2014.