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FDx Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

FDx Advisors’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
-102,682
Closed -$6.09M – 635
2020
Q2 		$6.09M Sell
102,682
-3,117
-3% -$176K 0.32% 74
2020
Q1 		$5.53M Buy
105,799
+4,526
+4% +$279K 0.36% 68
2019
Q4 		$6.49M Buy
101,273
+93,190
+1,153% +$5.98M 0.36% 68
2019
Q3 		$521K Sell
8,083
-8,263
-51% -$530K 0.04% 334
2019
Q2 		$1.04M Sell
16,346
-697
-4% -$44K 0.04% 320
2019
Q1 		$1.07M Buy
17,043
+6,234
+58% +$384K 0.04% 276
2018
Q4 		$660K Sell
10,809
-9,669
-47% -$589K 0.05% 253
2018
Q3 		$1.27M Buy
20,478
+3,784
+23% +$237K 0.05% 291
2018
Q2 		$1.05M Sell
16,694
-2,315
-12% -$145K 0.04% 356
2018
Q1 		$1.18M Sell
19,009
-729
-4% -$45.2K 0.04% 451
2017
Q4 		$1.23M Buy
19,738
+3,031
+18% +$189K 0.03% 476
2017
Q3 		$1.05M Sell
16,707
-9,324
-36% -$580K 0.03% 517
2017
Q2 		$1.61M Buy
+26,031
New +$1.61M 0.05% 375
2016
Q2 		– Sell
-10,048
Closed -$630K – 913
2016
Q1 		$630K Buy
+10,048
New +$625K 0.03% 517
2015
Q3 		– Sell
-11,970
Closed -$716K – 798
2015
Q2 		$716K Buy
11,970
+1,720
+17% +$106K 0.04% 444
2015
Q1 		$642K Buy
+10,250
New +$639K 0.01% 815
2014
Q4 		– Sell
-4,721
Closed -$290K – 920
2014
Q3 		$290K Buy
+4,721
New +$285K 0.02% 794

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

FDx Advisors's HYD Position: Q3 2020 in Review

FDx Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2020, closing a stake of 102,682 shares — an estimated $6.09M sold.

FDx Advisors first reported a position in HYD in Q3 2014 and held it in 17 quarters. The position peaked at $6.49M in Q4 2019. 243 funds tracked by Wall St. Rank hold HYD as of Q3 2020.

  • FDx Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2020 after selling out during the quarter.
  • FDx Advisors sold 102,682 VanEck High Yield Muni ETF shares in Q3 2020, an estimated $6.09M.
  • FDx Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2014 and held it in 17 quarters.
  • FDx Advisors's VanEck High Yield Muni ETF position peaked at $6.49M in Q4 2019.
  • 243 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2020.

Based on FDx Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.