First Heartland Consultants’s VanEck High Yield Muni ETF HYD Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-3,966	Closed	-$207K	–	290
2020 Q1	$207K	Sell	3,966 -1,968	-33%	-$121K	0.05%	224
2019 Q4	$380K	Sell	5,934 -7,337	-55%	-$471K	0.07%	208
2019 Q3	$855K	Sell	13,271 -1,042	-7%	-$66.8K	0.18%	116
2019 Q2	$913K	Buy	14,313 +775	+6%	+$48.9K	0.22%	105
2019 Q1	$850K	Buy	+13,538	New	+$834K	0.24%	105
2018 Q4	–	Sell	-4,570	Closed	-$284K	–	250
2018 Q3	$284K	Buy	+4,570	New	+$287K	0.09%	197
2017 Q3	–	Sell	-6,022	Closed	-$372K	–	341
2017 Q2	$372K	Buy	+6,022	New	+$372K	0.1%	244
2016 Q4	–	Sell	-3,959	Closed	-$255K	–	336
2016 Q3	$255K	Sell	3,959 -825	-17%	-$53.3K	0.07%	267
2016 Q2	$309K	Sell	4,784 -315	-6%	-$20K	0.03%	223
2016 Q1	$320K	Buy	5,099 +315	+7%	+$19.6K	0.12%	188
2015 Q4	$295K	Sell	4,784 -400	-8%	-$24.6K	0.11%	197
2015 Q3	$317K	Buy	5,184 +435	+9%	+$26.3K	0.13%	173
2015 Q2	$284K	Buy	4,749 +590	+14%	+$36.4K	0.08%	196
2015 Q1	$261K	Buy	+4,159	New	+$259K	0.1%	206

Other funds holding HYD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Heartland Consultants's HYD Position: Q2 2020 in Review

First Heartland Consultants sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 3,966 shares — an estimated $207K sold.

First Heartland Consultants first reported a position in HYD in Q1 2015 and held it in 14 quarters. The position peaked at $913K in Q2 2019. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

First Heartland Consultants reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
First Heartland Consultants sold 3,966 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $207K.
First Heartland Consultants first reported a position in VanEck High Yield Muni ETF in Q1 2015 and held it in 14 quarters.
First Heartland Consultants's VanEck High Yield Muni ETF position peaked at $913K in Q2 2019.
251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on First Heartland Consultants's 13F filing for Q2 2020, filed 16 Jul 2020.