First Capital Advisors Group’s VanEck High Yield Muni ETF HYD Stock Holding History

First Capital Advisors Group’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
2018 Q4	$213K	Buy	+3,486	New	+$212K	0.16%	130
2018 Q2	–	Sell	-1,743	Closed	-$108K	–	426
2018 Q1	$108K	Buy	+1,743	New	+$108K	0.06%	206
2017 Q3	–	Sell	-24,351	Closed	-$1.5M	–	158
2017 Q2	$1.5M	Sell	24,351 -225	-0.9%	-$13.9K	1.03%	26
2017 Q1	$1.5M	Buy	24,576 +2,534	+11%	+$153K	1.12%	21
2016 Q4	$1.31M	Buy	+22,042	New	+$1.34M	1.21%	20

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Capital Advisors Group's HYD Position: Q4 2018 in Review

First Capital Advisors Group opened a new position in VanEck High Yield Muni ETF (HYD) in Q4 2018: 3,486 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #130 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in HYD as recently as Q1 2018.

First Capital Advisors Group first reported a position in HYD in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.5M in Q2 2017. 211 funds tracked by Wall St. Rank hold HYD as of Q4 2018.

First Capital Advisors Group held 3,486 shares of VanEck High Yield Muni ETF worth $213K as of Q4 2018.
VanEck High Yield Muni ETF was a new First Capital Advisors Group position in Q4 2018.
VanEck High Yield Muni ETF made up 0.16% of First Capital Advisors Group's portfolio in Q4 2018, its #130 holding.
First Capital Advisors Group first reported a position in VanEck High Yield Muni ETF in Q4 2016 and has held it in 5 quarters since.
First Capital Advisors Group's VanEck High Yield Muni ETF position peaked at $1.5M in Q2 2017.
211 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.