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

Evercore 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
2015 Q3	–	Sell	-3,695	Closed	-$221K	–	1009
2015 Q2	$221K	Sell	3,695 -5,000	-58%	-$308K	0.01%	401
2015 Q1	$545K	Buy	+8,695	New	+$542K	0.03%	261

Other funds holding HYD

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Evercore Wealth Management's HYD Position: Q3 2015 in Review

Evercore Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2015, closing a stake of 3,695 shares — an estimated $221K sold.

Evercore Wealth Management first reported a position in HYD in Q1 2015 and held it in 2 quarters. The position peaked at $545K in Q1 2015. 107 funds tracked by Wall St. Rank hold HYD as of Q3 2015.

Evercore Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 3,695 VanEck High Yield Muni ETF shares in Q3 2015, an estimated $221K.
Evercore Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2015 and held it in 2 quarters.
Evercore Wealth Management's VanEck High Yield Muni ETF position peaked at $545K in Q1 2015.
107 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.