First Allied Advisory Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

First Allied Advisory Services’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$500K	Sell	20,515 -6,383	-24%	-$155K	0.02%	702
2020 Q2	$641K	Buy	26,898 +89	+0.3%	+$2.02K	0.02%	569
2020 Q1	$603K	Buy	26,809 +11,155	+71%	+$273K	0.03%	540
2019 Q4	$395K	Buy	15,654 +1,956	+14%	+$49.2K	0.01%	802
2019 Q3	$349K	Buy	13,698 +415	+3%	+$10.4K	0.01%	821
2019 Q2	$333K	Sell	13,283 -554	-4%	-$13.8K	0.01%	836
2019 Q1	$342K	Buy	13,837 +943	+7%	+$23K	0.01%	808
2018 Q4	$311K	Buy	12,894 +1,487	+13%	+$35.8K	0.01%	768
2018 Q3	$277K	Buy	11,407 +655	+6%	+$16K	0.01%	946
2018 Q2	$261K	Buy	+10,752	New	+$261K	0.01%	949

Other funds holding SHYD

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Allied Advisory Services's SHYD Position: Q3 2020 in Review

First Allied Advisory Services reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 24% in Q3 2020, selling an estimated $155K and leaving 20,515 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #702.

First Allied Advisory Services first reported a position in SHYD in Q2 2018 and has held it in 10 quarters since. The position peaked at $641K in Q2 2020. 69 funds tracked by Wall St. Rank hold SHYD as of Q3 2020.

First Allied Advisory Services held 20,515 shares of VanEck Short High Yield Muni ETF worth $500K as of Q3 2020.
First Allied Advisory Services sold 6,383 VanEck Short High Yield Muni ETF shares in Q3 2020, an estimated $155K.
VanEck Short High Yield Muni ETF made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #702 holding.
First Allied Advisory Services first reported a position in VanEck Short High Yield Muni ETF in Q2 2018 and has held it in 10 quarters since.
First Allied Advisory Services's VanEck Short High Yield Muni ETF position peaked at $641K in Q2 2020.
69 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.