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Evergreen Advisors’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Evergreen Advisors’s Portfolio HYLB Stock Details HYLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-235,013
Closed -$9.47M – 12
2019
Q4 		$9.47M Buy
235,013
+7,085
+3% +$283K 5.37% 5
2019
Q3 		$9.13M Buy
227,928
+8,854
+4% +$354K 5.58% 6
2019
Q2 		$8.8M Buy
+219,074
New +$8.71M 5.52% 5

Other funds holding HYLB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evergreen Advisors's HYLB Position: Q1 2020 in Review

Evergreen Advisors sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q1 2020, closing a stake of 235,013 shares — an estimated $9.47M sold.

Evergreen Advisors first reported a position in HYLB in Q2 2019 and held it in 3 quarters. The position peaked at $9.47M in Q4 2019. 161 funds tracked by Wall St. Rank hold HYLB as of Q1 2020.

  • Evergreen Advisors reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Advisors sold 235,013 Xtrackers USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $9.47M.
  • Evergreen Advisors first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
  • Evergreen Advisors's Xtrackers USD High Yield Corporate Bond ETF position peaked at $9.47M in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q1 2020.

Based on Evergreen Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.